Reporting on Project Cost Plans

[Kamil7]

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

[Mark Manders]

Create a database view between the costplan and the project table, so you do have the fields available.

[jameswoodfo]

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.