Financial tab is not available in Portfolio Planning Workspace.

[damiangul]

I am learning for CIS-SPM and I installed SPM on my PDI just to test some things.

I installed Financial Management as well. There is one issue, I do not see financial tab in portfolio planning workspace. 

I followed the below docs to enable financial planning in next experience, still nothing:

Manage budget of your planning items in Portfolio Planning (servicenow.com)

What did I miss? I can manage financials in project workspace, but cannot do it in portfolio planning workspace.

[Mark Manders]

Check on all store apps if they are on the latest version. ServiceNow is making it a mess lately with not updating these automatically.

If they are all up to date, check on the config through UI builder.

[David Olson · Accepted solution]

Hi @damiangul,

We are currently deploying SPW and ran into the same issue, which appears to be caused by a missing role in our instance (sn_ppm_finance_read). Note that there may be some configurations that need to be made, too (see this docs article).

I hope this helps.

David

[damiangul]

Thanks, I feel dumb now. I was missing default mapping configurations.

[VinothiniA]

I am having issue in viewing Financial tab after specific fiscal plan end period. Page is keep on loading.

For e.g. I have selected the Calendar type as "Fiscal" and provided plan start date as "FY18:M01" and plan end date as "FY26:M01" .In this case financial tab keeps on loading .

If I give plan end date as "FY25:M01" , it is working fine.

Could anyone help on what might me the issue.