Allocate funds button greyed out

Ram Bandari
Mega Expert

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

 

RamBandari_0-1672200663065.png

Thanks & Regards,

Ram

2 ACCEPTED SOLUTIONS

@Ram Bandari Create a new fund and try again.

Please mark the answer as correct or helpful based on impact
ServiceNow Community Rising Star, Class of 2023

View solution in original post

Ram Bandari
Mega Expert

 I just updated the Portfolio manager to login user ( system admin ), and now I can see the button enabled.

View solution in original post

6 REPLIES 6

@Ram Bandari Create a new fund and try again.

Please mark the answer as correct or helpful based on impact
ServiceNow Community Rising Star, Class of 2023

Ram Bandari
Mega Expert

 I just updated the Portfolio manager to login user ( system admin ), and now I can see the button enabled.