SPM: Cost plans issue
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07-27-2025 12:02 AM
I'm working on the SPM (Strategic Portfolio Management) module in ServiceNow and facing an issue with cost plan calculations.
In a demand record where there are already around 40 existing cost plans, when a user creates a new cost plan, some calculation logic runs automatically. This calculation is supposed to consider all existing cost plans and update some values accordingly.
The issue is that when the total number of cost plans is small (e.g., 4–5), the calculation works perfectly. But when there are already many cost plans (e.g., 40–50), and a new one is added, the calculation sometimes produces incorrect results.
Need suggestions on this.
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07-27-2025 12:38 AM
can you please provide more details? incorrect results in what sense?
/* If my response wasn’t a total disaster ↙️ ⭐ drop a Kudos or Accept as Solution ✅ ↘️ Cheers! */

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07-27-2025 12:41 AM
Hi @Kartik Choudha1 ,
I agree with KamilT's response because the issue is not clear from your post.
In addition, can you please confirm whether the issue is due to the custom code?
Thanks,
Namita Mishra
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07-27-2025 03:46 AM
Hi @GlideFather @Namita Mishra
Thanks for your response!
Yes, nothing OOB.
it's a customised logic for currency conversion from dollar to other currency which is selected in custom field in Demand form. This currency conversion is stored in a custom field in Cost plan form.
Issue -
When a user creates a new cost plan, a new budget in dollar currency gets rolled up into Demand budget.
But this 'currency conversion field' in cost plan shows the correct value when Cost plans are less like 5-10.
When it's huge around 40-50, these currency conversion field shows the wrong value in some cases.
Logic-
I guess there is a BR running once the cost plan is submitted. I can give the brief of logic behind this tomorrow.
I am not sure whether I selected the right forum for this issue.
Thanks in advance!
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07-27-2025 06:09 AM
okay share some more details tomorrow and let’s hope we can find something together. 🙌
/* If my response wasn’t a total disaster ↙️ ⭐ drop a Kudos or Accept as Solution ✅ ↘️ Cheers! */