Allocate funds button greyed out

[Ram Bandari]

Hi All,

Please let me know what are the options to enable the 'Add Funds' button in 

Top level Investments --> All investments funded by Portfolio

Thanks & Regards,

Ram

[jaheerhattiwale · Accepted solution]

@Ram Bandari Create a new fund and try again.

[jaheerhattiwale]

@Ram Bandari I think you dont have role to allocate funds.

Please check the documentation in below link

https://docs.servicenow.com/bundle/tokyo-it-business-management/page/product/investment-funding/task...

Please mark as correct answer if this solves your issue.

[Ram Bandari]

Hi @jaheerhattiwale, Thanks for sharing the link. I have added the role given in the documentation. But, still not finding the option to Allocate funds. But, able to add the funds to Portfolio created using the Details section. 

Also created a Project from Demand and associated the Portfolio and verified, and don't see the button enabled in Allocation funds.

 

[jaheerhattiwale]

@Ram Bandari Go to "Allocate funds" section. Add button will be enabled.

Button name is Add. "Allocate funds" is section name.

So to add funds please click on Add button  in "Allocate funds" section.

Please mark as correct answer if this solves your issue.

[Ram Bandari]

No luck!