Financial Planning tab missing in Scenario Planning (Strategic Planning Workspace)
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08-31-2025 11:04 AM
Strategic Planning Workspace. In Scenario Planning, I do not see the Financial Planning tab option when creating a scenario.
Steps I have taken so far
- Set sn_invst_pln.enable_budget_allocation_v2 to true. Default value – ‘true’
- Set sn_invst_pln.budget_allocation_attribute to either expense_type or cost_type.Default value – ‘expense_type’. These settings apply at the instance level and affect all users.
- Run the scheduled job: Data generation for financials in SPW/PPW
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09-04-2025 04:18 AM
@jameswoodfo : we are using Yokohama
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2 weeks ago - last edited 2 weeks ago
Hi @makmishra,
We are also facing the same issue. Kindly let me know if you have identified the fix.
Thanks
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2 weeks ago
Hi @ranjanak are you seeing the financials tab with data in the live mode of portfolio plans but not seeing in the scenarios only?
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2 weeks ago
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2 weeks ago
Hi @Vinay3 ,
We checked again today, even admin is not able to see the financial tab under scenario, do we have list of all the configurations which need to be taken care for this issue. If you would share us the information as soon as possible that will be really helpful.
Thanks for your help.