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

[Marlon Dale]

I have a similar issue where on the planning item the investment tab is blank, but investment type and investment class is populated in the demand and project record. Ran the scheduled job still nothing.

When I went back the actual demand or project record and changed the value in either investment class or investment type, the planning item investment column becomes populated. 

Is there a way to handle this without me having to manually go into 100s of demand and project records updating the investment columns so they will sync to the planning item?

[Vinay3]

Hi @Marlon Dale We would like to understand why the scheduled job is not able to generate investment objects for planning items in your instance. Could you please send me your availability for a 30 min meeting over email to vinay.singu@servicenow.com .

[Marlon Dale]

I'll send you an email. Also is the expectation that once I run the Data generation for financials in SPW/PPW script then the "Investment" column in the planning item table for all rows will be populated? If not what are the required conditions to be met to have that column populated prior to running that script?

[VinothiniA]

Hi @Marlon Dale 

Can you please check the script includes calls from scheduled job are in latest version.

In my case 'InvestmentBudgetMigrationAPI' script include is not updated to latest version. Once I updated and ran the schedule job , investment field is populated in sn_align_core_planning_item.

Thanks,

[Nayan Mahato]

We had a similar issue, and after some analysis, we realized that sn_ppm_finance_read is his main role for the financial tab visibility. Without this role, users cannot view financial data of planning items. OOB, the role 'sn_align_ws.spw_financial_user' contains 'sn_spm_financial_user,' which then contains 'sn_ppm_finance_read.'

Regards,

Nayan