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

makmishra
Tera Expert

‎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

  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

 

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11 REPLIES 11

ranjanak
Tera Contributor
In response to ranjanak

‎12-14-2025 10:42 PM

Hi All,

 

Can anyone share the steps and help to fix the issue. Thanks

 

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Vinay3
ServiceNow Employee
In response to ranjanak

‎12-14-2025 10:52 PM

Hi ranjanak, 

Have you tried creating a new portfolio plan with freshly created projects and check if you are seeing 'financials' tab in a scenario for such a portfolio plan?

If a portfolio plan contains projects which were created before the upgrade and enabling 'budget allocation v2' to true and budget not migrated to the new data model, the financials tab in the scenario could be hidden as those projects do not support the new budget data model.

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