Investment Funding Upgrade ( Quebec to Rome)

[Scott Wallace1]

Investment Funding Upgrade from Family release Quebec to Store release Rome.

The ITBM Investment Funding application and all its related components have been moved to the ServiceNow Store. Important information for upgrading Investment Funding can be found in Rome Release Notes.

[Allen Andreas]

Hi @Scott Wallace 

Thanks for posting this...I think you may have accidentally added a line break and broke the sentence apart when it should be together. Is the job really called:

"Migrate Investment Funding To Store" job?

Currently, as I mentioned above, you have it broken apart and that may cause some confusion as it reads weird, haha. You do say it again later, although that has a piece not bolded, but anyway, just wanted to clarify that for others.

Please mark reply as Helpful, if applicable. Thanks!

[Scott Wallace1]

Hi Allen, the Docs site has the same language. I will check with the dev teams to ensure accuracy. Thx. 

[Allen Andreas]

Hi,

More so being technical about this part here:

---

Funding plugin (com.snc.investment_funding), run the Migrate Investment.

Funding To Store job to upgrade your existing data to Rome. After you run the job, the legacy Investment Funding features

---

It's breaking the step apart that may confused some people. The docs site has it as:

---

After installing the Investment Funding plugin (com.snc.investment_funding), run the Migrate Investment Funding To Store job to upgrade your existing data to Rome

---

Anyways, more so just trying to help call out where it may confuse someone, accidentally, that's all.

Thanks 🙂

[Scott Wallace1]

Simplified the message with reference to Docs. Main reason for this article was to be sure upgrade customers don't miss the required steps.  Thx again for being a terrific community contributor. 

[Allen Andreas]

Thanks, Scott. I removed the above so that it isn't noise to the main message trying to be delivered in your post.

We appreciate all of your posts and I've personally been able to utilize resources like what you've shared above as well as your PPM best practices article that was recently released.

-Allen A 🙂

[rafaelramos]

Hi there!

Have you considered keeping the current investment funding model and only migrating it when upgrade to the San Diego or later version?

I am asking because we are considering keep the current investment funding model due to change impact of this upgrade.