how to add 'Manage' to cost plan under Demand record in Strategic Planning workspace

[Alon Grod]

Hi,

In the native UI, when I go to Demand Record (dmn_demand) , i have in the related list the 'Cost Plan'.
Under this related list i have two options: 'Manage' and 'New'.

but if i go to Strategic Planning workspace, i only have the 'New' option without the "Manage". how can I add the Manage?

[Ankur Bawiskar]

@Alon Grod 

I couldn't see that in Workspace, it's only available in Native

Seems you need to create new

Follow that link I shared

SOLVED: Workaround for "Edit ..." buttons on Related Lists of Workspaces 

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏

[Alon Grod]

@Ankur Bawiskar this is not an Edit button. this Manage button takes you to a different page where you can view cost plan in yearly/quarter/month:

[Ankur Bawiskar]

@Alon Grod 

that's what I am saying, you will have to create your own button and handle the redirection etc

ServiceNow has provided that OOTB button only for native view and not for Workspace

[Kieran Anson]

Hi,

FYI demand management is coming to SPW in the future, it's on the SPM roadmap however it's likely to be later in 2026 (dates to be confirmed). 

For now, if you're happy to navigate to the classic financial management UI, you can implement a declarative action as follows

1. Navigate to 'Related List Actions' under Declarative Actions in your application navigator
2. Create a new record
3. Set 'Implemented as' to Client Script
4. Set the table to cost_plan
5. Set 'Experience Restricted' to true
6. Set the client script as below

function onClick() { 

	var link = '/$task_financials.do?&sysparm_plan_type=costPlan&sysparm_goto_url=dmn_demand.do?sys_id=' + g_form.getUniqueValue() + '&sysparm_sys_class_name=' + g_form.getTableName() + '&sysparm_taskId=' + g_form.getUniqueValue() + '&sysparm_nostack=true';
	var win = top.window.open(link, '_self');
	win.focus();
}

Save the record, and use the related links action 'Advanced View'. In the related list 'action configuration' use the edit option and add 'SPW Record Page Action Config'