Financial tab info not showing for planning items in strategic planning workspace

[Prasant Kumar 1]

Hi, 

The financial tab on planning items(Project, demand and Epic) on strategic planning workspace shows blank screen with the below error mentioned in snapshot.

Could anyone help me on this or provide some steps for troubleshoot? How i can see financials tab info.

Regards,

Prasant

[Vinay3]

Hi @Prasant Kumar 1 , 

Following are the two configurations which needs to be done for the financials page to be visible –

1. Internal integrations need to be setup between the planning item table and the respective core tables for the record types. More info here
2. An active record for the planning item or core ppm table for the record type should be available in the investment entities table . Following page explains how to configure it for an epic planning item type - https://docs.servicenow.com/bundle/xanadu-it-business-management/page/product/spw-financials/task/en...

Please ensure that the above two configurations are done and let me know if you are able to get the financials page working.

[zsombor_erdesz]

Hello!

thank you for the help. we made the necessary changes as you guided, but now we have the following error message:
"At least one of your planning items does not have investment objects. Contact your system administrator for more information."

can you please specify what an investment object could be? all the investment types and class are filled for demands, we could not find these fields for projects.
thanks!

[Vinay3]

Hi @zsombor_erdesz , 

You need run a scheduled job named 'Data generation for financials in PPW/SPW' once after the upgrade to generate the 'investment objects' for the planning items which store the financial information.

[VinothiniA]

Hi @Vinay3 

I have ran the scheduled job but not sure whether the job ran or not .I have checked in script execution history and other logs . Still issue is not resolved under Financials getting same error.

I have generated Investment Entities for both demand and project planning item.