question Error Message when converting a demand to a project in Community Central forum

Error Message when converting a demand to a project

Brigid33770 — Fri, 28 Mar 2025 17:48:35 GMT

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

Re: Error Message when converting a demand to a project

Shivalika — Fri, 28 Mar 2025 18:32:38 GMT

Hello @Brigid33770

Can you go to "sys_db_object" Table in your instance and search any table that exist with name as *investment ?

This will help you find any probable table. Apart from that have you checked investment boards ?

Kindly mark my answer as helpful and accept solution if it helped you in anyway. This will help me be recognized for the efforts and also move this questions from unsolved to solved bucket.

Regards,

Shivalika

My LinkedIn - https://www.linkedin.com/in/shivalika-gupta-540346194

My youtube - https://youtube.com/playlist?list=PLsHuNzTdkE5Cn4PyS7HdV0Vg8JsfdgQlA&si=0WynLcOwNeEISQCY

Re: Error Message when converting a demand to a project

Shivalika — Mon, 31 Mar 2025 21:28:00 GMT

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

Re: Error Message when converting a demand to a project

Gaspar Fiks — Mon, 07 Apr 2025 12:54:47 GMT

Hi @Brigid33770

Did you find any answer for this ? I'm implementing SPM and in my PDI I can see the same error, but I didn't select anything in particular when creating a project.

Thanks!

Re: Error Message when converting a demand to a project

Renju James Ba1 — Tue, 22 Apr 2025 13:44:21 GMT

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.

Re: Error Message when converting a demand to a project

Gaspar Fiks — Tue, 22 Apr 2025 14:17:46 GMT

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!

Re: Error Message when converting a demand to a project

RenjuJamesB — Tue, 22 Apr 2025 14:23:39 GMT

Hi Brigid,

Re: Error Message when converting a demand to a project

RenjuJamesB — Tue, 22 Apr 2025 14:44:22 GMT

Hi @Gaspar Fiks - This issue should be fixed with the latest version of Project Workspace i.e. 6.1.0 .I have seen this issue in my PDI in the previous version, and updating it to the latest version helped to fix the issue. If you are already in the latest version, please try repairing the version and that should fix the issue.The new version allows you to import the Status Report from the classic Project Workspace.

Please mark this answer as helpful if the issue is fixed.

Re: Error Message when converting a demand to a project

chandanavir — Thu, 24 Apr 2025 07:36:20 GMT

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.

Re: Error Message when converting a demand to a project

RenjuJamesB — Tue, 29 Apr 2025 15:22:35 GMT

@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

Re: Error Message when converting a demand to a project

Brigid33770 — Mon, 30 Jun 2025 17:17:09 GMT

Yes that fixed the issue

Re: Error Message when converting a demand to a project

Brigid33770 — Mon, 30 Jun 2025 17:18:00 GMT

I thought our administrator enabled a specific table or job for this. But it is fixed per Renju's note below.