Clarity

Hi ,

when ever I create a new cost plan by default it picks up Investment start and end date.  Is there a way that we can make this filed as read only, so that user can not alter these period values. Basically we want these two values always be as on Investment

We do not want to use admin side CP defaults for start and end period.

Please suggest if you have any solution for this.

Thanks.

I assume you do not want to use the plan defaults at entity level.

If you are not using these defaults and you want the dates to default to the project start and finish, there is a setting you can mark at project level:

Set Planned Cost Dates (this is a checkbox)

If you enable it, it will default to project dates.

Then you mention, you want the dates read-only. Here what you can do:

Go to Admin > Studio > Cost Plan object > Views

On the Cost Plan Properties view, go to fields

Make the Start Period and the Finish Period fields as enter once.

They will be editable in creation, defaulting to the project dates and after saving will be read-only. They will be editable only at creation.

The read-only flag is not enabled at these attributes, so the above is the only way forward I can think of.

You can create a process on cost plan and read the investment date and set it post cost plan creation.