Financials on strategic planning workspace for new lens with new planning items

MatiasG · 3 weeks ago

Hi everyone,

I'm facing an issue with the Financials tab in a custom Portfolio Plan.

I have created a new Lens using custom planning items (TeamSpace1 Project, TeamSpace1 Demand, and Enhancement). So far, I have:

Created the new planning tables and configured the Execution Table → Planning Table integration.
Verified that Investment Entities for these tables are created and active.
Confirmed that the Lens and Portfolio Plan work correctly; I can see all records as expected.

However, the Financials tab does not display any information and shows the following error:

Despite everything being active, the financial data isn't pulling through like it does with OOTB Projects or Demands. Has anyone encountered this or knows if a specific configuration needs to be done and maybe i didn't do it?

MatiasG · 3 weeks ago

@Namita Mishra ,

I already create the integration between the execution and planning table for these new planning tables and it is tracking all record and field values.

I find a way to fix it, on the investment entities table i created the records for these tables but for the execution table (example: tsp1_project) like it is ootb for project table but changing it to the planning table (example for tsp1_project i used sn_align_core_custom_planning_item_1) it works. I had to change also the scheduled job "Data generation for financials in SPW/PPW" adding these new execution tables and now i see financial data.

Thanks for the help!

View solution in original post

Namita Mishra · 3 weeks ago

Hi @MatiasG ,

Can you please check if the entity is added to 'Investment Entities' list and set to active?

Follow below steps:

Investment Funding -> Setup -> Investment Entities

Check if the entities mentioned in the error are added and set to active. If not, using New button add them one by one and set to active.

Hope this would solve the issue.

Thank You!

Namita Mishra

MatiasG · 3 weeks ago

Hi @Namita Mishra

Yes, i created the investment entities for these tables and for project workspace works fine the financials tab but for strategic planning workspace it's not working.

Not sure what is missing.

Namita Mishra · 3 weeks ago

Hi @MatiasG ,

You might have tried but still - did you try clicking the "Enable investment Entities" button?

You can raise a support case

Thank You!

Namita Mishra

MatiasG · 3 weeks ago

Hi @Namita Mishra ,

yes i tried and it redirect me to the investment entities table where i have already created the record for the new tables (as you can see in the image above).

Yes i think that i should create a case.

Thanks for the answers and support!