Error Message when converting a demand to a project

Brigid33770
Tera Contributor

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

1 ACCEPTED SOLUTION

Shivalika
Mega Sage

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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11 REPLIES 11

Renju James Ba1
Tera Contributor

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.

Hi @Renju James Ba1 

 

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! 

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.

@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

 

Yes that fixed the issue