Financial plan information in projects screen
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Financial plan information in projects screen


Article ID: 263724


Updated On:


Clarity PPM On Premise Clarity PPM SaaS


Is there a way to see in the Project list view, if the Financial Module against a project is filled (without going inside a Project record)? For example, if there is one of more Cost Plan, Benefit Plan or Budget Plan defined against a project?


Version: 16.1.1


This requirement can be fulfilled by developing a customization. A high level summary of how this can be achieved is as below:

  1. Create a custom attribute in the Project object. This attribute can be displayed in the Project list view
  2. Create a process that gets triggered when a cost plan is created
  3. Implement a Gel Script in the process to update the attribute from step 1 with the required information. A logic can also be defined in the script to update the custom attribute with the number of cost plans present in the project.