Financial plan information in projects screen

Products

• Clarity PPM On Premise
• Clarity PPM SaaS

Issue/Introduction

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?

Resolution

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.