Investment Funding - My Fund - New Investments - nothing in dropdown

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tfusari
Tera Contributor

‎12-04-2022 08:45 AM - edited ‎12-04-2022 10:35 AM

I can't seem to select anything when I am in Investment Funding > My Fund > New Investments.  Is there a step I am missing?  Completed the scenario planning and confirmed for the FY into next year with active projects and demands.  Have my top-level investments created investment entities as well.  Made sure all the investment admin steps were completed.  I appreciate any help anyone has.  Thx.

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yogesh41
ServiceNow Employee
ServiceNow Employee
In response to tfusari

‎12-04-2022 10:13 PM

Having second look at your shared screen shot, I found that you are creating New Fund. Only owner of respective entity is expected to create new Fund for the entity. For example Business Unit Head person only create/access New Fund for respective owning Business Unit.

 

Yogesh

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yogesh41
ServiceNow Employee
ServiceNow Employee
In response to tfusari

‎12-04-2022 10:13 PM

Having second look at your shared screen shot, I found that you are creating New Fund. Only owner of respective entity is expected to create new Fund for the entity. For example Business Unit Head person only create/access New Fund for respective owning Business Unit.

 

Yogesh

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tfusari
Tera Contributor
In response to yogesh41

‎12-04-2022 10:26 PM

Thank you!!!!  That was my issue.  It works now that I switch users.  

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