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Question regarding Project Workspace Financials tab

Teo2kids
Tera Expert

3 weeks ago

 

  1. Within the Financials tab, there is a Time Scope section at the top. I have a few questions related to this area.

    • Under what circumstances would the Time Scope not prefill based on existing records? One of our users encountered this issue, but we haven’t been able to reproduce it.

    • I tried deleting the cost plan, or creating a new project, and the Time Scope did prefill correctly.

    When the Time Scope does not prefill (as shown below), the current behavior requires selecting the End Fiscal Period first. Only then does the system populate the available fiscal periods for the Start Fiscal Period.

    • Why does it behave this way?

    • Is there a way to change this so that all Start Fiscal Periods are populated first, and then only the valid periods after that are available for the End Fiscal Period?

    • Ted19_0-1770216179894.png

       

    • Ted19_1-1770216458462.png

       

    • Ted19_2-1770216477016.png

Thank you in advance, and I appreciate any feedback or insights.

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Vinay3
ServiceNow Employee

3 weeks ago

@Teo2kids Thanks for raising this. fiscal periods in the time scope filter default to the project start and end dates when no cost plan/benefit plans exist.

If the project end date doesn't have a corresponding fiscal period available, the fiscal periods in from and to are not populated even though there is a fiscal period available for the 'from' field. We will fix this in a future release.