I cannot see the Budget allocation toggle

jordimsant
Tera Guru

I am trying to modify budget on a project using project workspace and I cannot find the way yo do it. I have already followed all the steps in this article and I still cannot find the Budget Allocation toggle. Can anybody tell me where this button is and why I cannot see it on the screen? I will attach some pictures to prove I have already done the previous steps.

jordimsant_0-1728310197311.png

jordimsant_1-1728310233254.png

 

2 REPLIES 2

psyherin
Kilo Sage

HI @jordimsant ,

As per the post have you impersonated a user who is project manager ?

 

Regards

Pranav_Thanedar
Mega Sage

Hi @jordimsant ,

 

To make the "Budget Allocation Toggle" visible in older project records, you need to migrate the budget by following these steps:
- Navigate to All > System Definition > Scheduled Jobs.
- Filter the name field to locate and open Migrate budget for active demands and projects.
- Edit the fields on the Scheduled Script Execution form to customize the job and meet your requirements.
- Select Execute Now to execute the scheduled job or select Update to save your changes.

Alternatively, you can review this documentation as a guide to activate the migrate budget for active demands and projects scheduled job to migrate the budget of active projects from Classic UI to Next Experience:
https://docs.servicenow.com/bundle/washingtondc-it-business-management/page/product/pw-financials/ta...

 

Please appreciate the efforts of community contributors by marking appropriate response as correct answer and helpful, this may help other community users to follow correct solution in future.


Regards,
Pranav Thanedar