Is there a way to move a Cost Plan or Benefit Plan to another Demand or Project

Phil32
Tera Expert

Is there any way to change the relationship of a cost plan to a new demand?

We spent a bit of time created cost and benefit plans for a demand.  Then it was decided to combine multiple demands under a single larger demand.  Is there a way to move the cost and benefit plans, or do we have to totally recreate them?

1 ACCEPTED SOLUTION

yogesh41
ServiceNow Employee
ServiceNow Employee

There is no OOB support for moving Cost/Benefit Plans from one demand to another. however you can write custom script to do that instead recreating it manually. 

You can refer the script used in "Create Project" UI action on Demand for moving Cost/Benefit Plans. You need to copy the code that move Cost/Benefit plans record and tweak it to make work from Demand to Demand instead of Demand to Project.

- Yogesh 

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1 REPLY 1

yogesh41
ServiceNow Employee
ServiceNow Employee

There is no OOB support for moving Cost/Benefit Plans from one demand to another. however you can write custom script to do that instead recreating it manually. 

You can refer the script used in "Create Project" UI action on Demand for moving Cost/Benefit Plans. You need to copy the code that move Cost/Benefit plans record and tweak it to make work from Demand to Demand instead of Demand to Project.

- Yogesh