Financials page in Project workspace - Cannot access cost plans

Alpa82
Tera Expert

Dear community, I am seeking advice on enabling the Financials page in the Project workspace.

I'm running into an issue where the Financials page in a project initially throws a "Cannot access cost plans" error if no cost plans exist. If I create cost plans using the related list in the Project workspace project details, the Financials page loads but does not display any cost plans, even though the cost plan records themselves contain values

What specific setup is required to correctly populate and enable this Financials page?

(Zurich release, newly enabled instance, PPM Standard activated. The  Portfolio  Planning or SPW not yet required/not yet used),

Thank you very much 

A.

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6 REPLIES 6

Hi @ Anand2799 , the fiscal periods are generated and available for selection when creating cost plans via the related lists. 

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Alpa82
Tera Expert

Additionally the System log is created a record Error: gs.error("PlanningItemFinancialsIntegrationHelperAPI: Integration Plugins is not active")

Whenever switching from e.g. Details on the Project workspace to the Financials page in the project workspace