Populate cost plan from custom portlet?

Discussion created by rpeterson on Jul 20, 2018
Latest reply on Jul 27, 2018 by rpeterson

We are investigating building a portlet to enter and track non-labor transactions (hardware, software, etc), but we're not sure if a job can be written to populate a cost plan from that data. Project managers now use offline spreadsheets to track purchases and then load aggregated forecast amounts into a cost plan grouped by Transaction Class. The portlet would be similar to a checkbook register and would replace spreadsheets. We are on 15.3, upgrading to 15.4 in a few weeks. Any guidance is appreciated.