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Is it possible to restrict the execution of "Populate from Investment team" if any validation like resources is not billable or active or financially not active?

Question asked by AbhashK on Dec 9, 2015
Latest reply on Jan 17, 2016 by TEAConsulting

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"