Financial Planning tab missing in Scenario Planning (Strategic Planning Workspace)

makmishra
Tera Expert

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

  1. Set sn_invst_pln.enable_budget_allocation_v2 to true. Default value – ‘true’
  2. 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.
  3. Run the scheduled job: Data generation for financials in SPW/PPW

 

makmishra_0-1756663417565.png

 

11 REPLIES 11

makmishra
Tera Expert

@jameswoodfo :    we are using Yokohama  

Hi @makmishra,

We are also facing the same issue. Kindly let me know if you have identified the fix.

 

Thanks

Vinay3
ServiceNow Employee
ServiceNow Employee

Hi @ranjanak are you seeing the financials tab with data in the live mode of portfolio plans but not seeing in the scenarios only?

ranjanak
Tera Contributor

Hi @Vinay3 ,

 

Yes financial tab is visible in portfolio plan but not under scenario.

 

Thanks 

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.