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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.
Solved! Go to Solution.

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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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12-04-2022 07:56 PM
Hi,
The second drop down is expected to display list of records from previously selected Funding Entity, in your case probably Business Units.
Please review your Funding Entity Definition , particularly condition. Here is the documentation link for your reference Create an investment entity (servicenow.com)
Yogesh
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12-04-2022 08:07 PM

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12-04-2022 08:57 PM
Thanks for details. Can you please whether you have read/create access on Business Unit records ? Did you login as Admin or any other role ?
Yogesh
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12-04-2022 09:04 PM
Yes, I have read/create access on BU's. I'm always logged in as Sys Admin.