Financials tab on Portfolio Planning Workspace not showing on PPM Standard.

[Gaspar Fiks]

Hello all! 

Iam implementing SPM standard (PPM Standard) and with my admin role I can see financials on the Portfolio Planning Workspace, but impersonating a portfolio manager he cannot see the section. 

Debugging the workspace I found there is a script include called FinanceAccessHelper that returns something like: 

        if (!gs.hasRole('sn_ppm_finance_read')) {

            return false;

        }

But there is no sn_ppm_finance_read role in my instance. Is that ok ? 

How do I give visibility to Finance section in the workspace? 

Thank you !!! 

[M Iftikhar]

Hello @Gaspar Fiks,

The missing role (sn_ppm_finance_read) in your instance is expected if the right configuration hasn’t been completed yet. This usually comes down to some setup steps that enable finance data to show up in the Portfolio Planning Workspace.

You may find this doc helpful: Configuring financials for Strategic Portfolio Planning Workspace.

Also, check out this related community discussion: Financial tab is not available in Portfolio Planning Workspace.

Thanks & Regards,  
Muhammad Iftikhar  

If my response helped, please mark it as the accepted solution so others can benefit as well. 

[Bhuvan]

@Gaspar Fiks 

Can you try with below role

If this helped to answer your query, please mark it helpful & accept the solution. 

Thanks,

Bhuvan