Clarity

Hi All,

My requirement is to create a new process on cost plan, which runs automatically every time before the new cost plan is created or existing cost plan is updated and it restrict the user to run the "Populate from Investment Team" if any of the following

validations get failed:

1. All the team staff must be financially active

2.All the team staff must have checked the open for time entry field on resource property page.

3. Etc.

if all the validations are true only then user can run the "Populate from investment team"

One idea is to hide the box to enter in the department obs

If the Department OBS is not added to the project yet, no cost plan can be created until that is entered.

If you have an on-premise system, it is technically feasible to create a database trigger that will check conditions and prevent the execution of the cost plan creation, as well as provide a pop-up warning message.  Database triggers are not supported by CA and if there are issues with related functionality, will need to remove them before CA Support will engage in assisting in ticket resolution.  If you have an On Demand system, database triggers are not allowed under any circumstances.

It is theoretically possible to have a relatively complex custom object in which the desired conditions are set up as required attributes that must be present for the object to be saved.  When the object is saved, a process is triggered that then creates the cost plan.  This would be a fairly costly (in effort) solution that is not very user friendly.  Security would need to be set up to support this.

I suspect the only way you can achieve this is to hide/deactivate the OOTB "Populate from Investment Team" link in the Actions drop-down, and replace it with a link that calls a custom process which creates your Cost Plan using only the Team records you want.