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

[MatiasG]

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?

[Namita Mishra]

Hi @MatiasG ,

Another reason could be that integration might be missing due to teamspace. Current integration looks like following:

In your case, it should be 

(Execution Table) teamspace1.pm_project -> teamspace1.sn_align_core_project (Alignment Table)

(Execution Table) teamspace1.dmn_demand -> teamspace1.sn_align_core_demand Table)

Please note that you need to create these custom tables teamspace1.sn_align_core_project and teamspace1.sn_align_core_demand extending from sn_align_core_project and sn_align_core_demand.

Hopefully this should work...

Thanks,

Namita Mishra

 

[MatiasG · Accepted solution]

@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! 

[Namita Mishra]

Hey @MatiasG ,

I am glad that it is working now... 

Thanks for your patience!!

Have a great Friday!

Thank You!

Namita Mishra