Bug on Financial tab in SPW Workspace

[damiangul]

Hey everyone, 

Recently we implemented teamspace2 module into SN. We've got an issue with Financial tab in SPW Workspace. For each portfolio the financials do not display, we are getting the following error:

There was an error loading the financials data

Financials is not supported for following planning item types - Teamspace2 Project selected in the portfolio plan. Exclude the above planning item types from the portfolio plan filter criteria to view financials for the supported planning item types - Demands, Projects and Epics.

Did someone was able to get this tab working in SPW? This is what we did at the moment:
- com.snc.project.rollup.cost -> set to TRUE

- created Investment Entity for Teamspace2 Project [tsp2_project] table

[Namita Mishra]

Hi @damiangul ,

Can you please check if the Teamspace2 Project is shown in the All -> Investment Funding -> Setup -> Investment entities,

and Active = true....

Similar to below screenshot: 

because if it appears then the error shouldn't be displayed.

Thank You!

Namita Mishra

[Damian Gul]

Hi @Namita Mishra,

We created investment entities for teamspace tables.

One of our solution architects confirmed with SN that the new SPW Portfolio financials are currently hardcoded based on the standard demand/project/epic tables, making them incompatible with Teamspace tables. This explains why financials aren’t functioning as expected in our Teamspace setup, even though the rest of the SPW setup works well.