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03-28-2025 10:48 AM
We are excited to implementing strategic portfolio management.
Wondering if anyone knows why a pop-up error message occurs when converting a demand to a project. The error message reads "An investment for this project already exists. You cannot create a duplicate investment for a project."
I am at a loss for what we are duplicating. Where would I find the "investment" we are duplicating? We have not started configuration on the Investment Portal yet. It's probably really simple, I just can't find it.
Thanks in advance for taking a look!
Brigid
Solved! Go to Solution.
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03-31-2025 02:28 PM
Hello @Brigid33770
Please confirm if you checked my answer. Kindly mark my answer as helpful and accept solution if it helped you in anyway. This will help me be recognized for my efforts and also it can move from unsolved bucket to solved bucket.
Regards,
Shivalika
My LinkedIn - https://www.linkedin.com/in/shivalika-gupta-540346194
My youtube - https://youtube.com/playlist?list=PLsHuNzTdkE5Cn4PyS7HdV0Vg8JsfdgQlA&si=0WynLcOwNeE
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04-22-2025 06:44 AM
Hi Brigid,
We came across the same issue, and the issue is fixed in the latest financial core (5.0.1) plugin version. The Error is noted in the Release Notes of the 5.0.1 version. I am attaching the snippet for your reference.Hope this helps to fix the issue if its not already fixed.
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04-22-2025 07:17 AM
Thanks for this reply. I have one other question related to the Project Workspace. Maybe you can help me, do you know if Status reports tab is working properly? Even creating a new status report from the workspace still showing me like no status reports created. If i go to the project in native ui I can see the status reports perfectly.
Can you help me please? Thanks!
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04-24-2025 12:36 AM
Hi James,
Could you please provide the Release note documentation of the 5.0.1 version, or if you can share the Link, it will be helpful to check more in detail.
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04-29-2025 08:22 AM
@chandanavir You should be able to see the release notes in the ServiceNow Store. Here is the direct link - https://store.servicenow.com/store/app/183963ae1be06a50a85b16db234bcb3c#linksAndDocuments
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06-30-2025 10:17 AM
Yes that fixed the issue