How to modify "Cost Plan Name".

[WataruS]

I would like to change the "Cost Name" in Cost Plans.

I want the cost name automatically generated after pressing the Create labor costs button to display the name of the assigned employee.

I believe the name generated by the CostPlanForFinancialAttributes script is defined. How can I modify this to output the employee name as the cost name?

I want to add the employee name after the default generated name, like _XX.

[Community Alums]

Hi @WataruS,

The cost plan name is generated in the CostPlanForFinancialAttributes script include, specifically in the _setAttributeValuesAndCostPlanName method. Out-of-the-box it always starts with "Resource" and then concatenates attribute display values. 

If you want to append the assigned employee name (e.g. Resource_Capex_Internal_Alexa Smith), the recommended approach is to leave OOTB code intact (so you don’t lose changes during upgrades) and add your own customization layer. 

Option: To Extend the script include (not recommended for upgrades) 

_setAttributeValuesAndCostPlanName: function(attributeValues, gr) { 
   let costPlanName = gs.getMessage('Resource'); 
 
   // set values of attributes and unit_cost present in attributeValues object 
   for (const [column, obj] of Object.entries(attributeValues)) { 
       if (column === 'unit_cost') { 
           gr.setValue(column, obj); 
       } else { 
           gr.setValue(column, obj.value); 
       } 
       let name = costPlanName + "_" + obj.displayValue; 
       costPlanName = (obj.value && column !== 'unit_cost') ? name : costPlanName; 
   } 
 
   // Append employee name if available 
   if (attributeValues['resource'] && attributeValues['resource'].value) { 
       let userGr = new GlideRecord('sys_user'); 
       if (userGr.get(attributeValues['resource'].value)) { 
           costPlanName += "_" + userGr.getDisplayValue(); 
       } 
   } 
 
   gr.setValue('name', costPlanName); 
} 
 

Recommended Option: Use a Business Rule on cost_plan 

• Create an after insert Business Rule on the cost_plan table. 
• Check if it’s a labor cost plan (is_labor_cost_plan = true). 
• Query the related resource_allocation > resource (sys_user). 
• Update the name field to append the employee’s display name. 

Why this way? 

• Keeps the OOTB Script Includes upgrade-safe. 
• Your logic is isolated and easy to maintain. 
• You can always remove the BR if the requirement changes. 

 P.S. Please make sure to test this first in your PDI or a lower environment.

Thanks & Regards,  
Muhammad Iftikhar  
If my response helped, please mark it as the accepted solution so others can benefit as well. 

[WataruS]

Hi, @Community Alums 

Thank you for answering.

First, I tried adding to the script, but it didn't work properly and the employee's name wasn't added. Is there anything else I should add here?

Considering the impact of the update, I understand that addressing it through business rules is preferable.

Could you please provide a bit more detail on how to configure the following two points?

• Query the related resource_allocation > resource (sys_user). 
• Update the name field to append the employee’s display name. 

[Community Alums]

Hi @WataruS,

Could you please try the below script in your business rule and see if it helps?

(function executeRule(current, previous /*null when async*/) {

   if (!current.is_labor_cost_plan)
     return;

   // Find related allocation
    var alloc = new GlideRecord('resource_allocation');
    alloc.addQuery('task', current.task);
    alloc.query();
    if (alloc.next() && alloc.user) {
        var user = new GlideRecord('sys_user');
        if (user.get(alloc.user)) {
            current.name = current.name + "_" + user.getDisplayValue();
            current.update();
        }
    }
})(current, previous);

This logic checks for the related resource_allocation, pulls the associated sys_user, and appends the display name to the cost plan record’s name field.

Thanks & Regards,  
Muhammad Iftikhar  

If my response helped, please mark it as the accepted solution so others can benefit as well.

[WataruS]

Hi @Community Alums 

Thank you for your information.

I have created the Business rule based on your information.

However, the employee's name was not added.

Are there any other items that need to be configured?