How to add budget in demand

adilalee
Tera Contributor

yesterday

adilalee_0-1765820268337.png

why i cannor see create budge demand in related links?

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Bhavya11
Kilo Patron
Kilo Patron

yesterday - last edited yesterday

Hi @adilalee ,

 

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

 

 

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