Reporting on Project Cost Plans
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07-31-2025 02:04 AM
Dear ServiceNow Community!
My question is about reporting on Cost Plans, I hope you are able to assist me.
My client needs to create a cost plan report and needs to add some columns from the project form to the report. Unfortunately, I am unable to properly dot.walk to those fields.
The cost plan table references the task table, from there I am unable to navigate to the fields needed from the project table.
What solutions are there for my challenge?
Kind regards,
Kamil van de Swaluw
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07-31-2025 02:36 AM
Create a database view between the costplan and the project table, so you do have the fields available.
Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark
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07-31-2025 05:51 AM
Hello,
While you could use a database view, if you are using a traditional report, use the Project/Demand Task field and the dot walk icon, then look for project and dot walk again. That will allow you to see the field that are specific to a project. If you are using a listing, then show related fields, Project / Demand task, Project, and then you will see the project related fields. I do not see a way to do this with Data Visualizations.