Budget Allocation toggle not displaying in Strategic Planning Workspace
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4 hours ago
I can't seem to get the toggle to display for Budget Allocation and I'm hoping someone can help me figure out why. We've been using PPM, I just recently installed Strategic Portfolio Management and Strategic Portfolio Workspace and configure it. However, I'm having several issues with SPW. I am trying to get the Budget Allocation toggle to appear but no matter what I do, it doesn't appear.
1. I've made sure both properties sn_invst_pln.enable_budget_allocation_v2 & sn_invst_pln.budget_allocation_attribute have been set correctly
2. Mapped and run the migration jobs for Demands and Project.
3. Run the migration job for baseline migration
4. Run the migration job for budget (even though we weren't using it)
5. Very tediously mapped the SPM/SPW roles to make sure the correct roles are assigned.
6. Verified the user has it_portfolio_manager
7. Watched multiple webinars and videos
8. Follow this community post.
From the post, the only thing I can think of that might be causing an issue is the it_portfolio_manager role. In the post it states to add just the role and not it_project_manager, but you can't because the it_project_manager role is inherited when you add the it_portfolio_manager role.
Can anyone help me figure out what is missing?

