How to add budget in demand

[usernotfound225]

why i cannor see create budge demand in related links?

[Bhavya11 · Accepted solution]

Hi @usernotfound225 ,

Check on the conditions for the UI Action. OOB you need the Portfolio Manager role and it is also checking this: (new BudgetMigrationUIActionUtil().isBudgetMigrated(current)). Validate that that returns 'true' as well.

also check system property  'sn_invst_pln.enable_budget_allocation_v2' is set to false.

Please check.

If the property is set to true, the instance is upgraded to use the new budget allocation capability released as part of the new Financials experience for demands and projects.

With the property set to true, budget can be added to demands using the 'Investment Budget' related list on the demand details page. This related list can be configured by admin using steps in this documentation page - 

https://www.servicenow.com/docs/bundle/xanadu-it-business-management/page/product/planning-and-polic...

If this information proves useful, kindly mark it as helpful or accepted solution.

Thanks,

BK

[Ned Chamberlain]

is there an option to set this investment budget automatically using the cost plans generated?