Hi Community,
We are implementing ServiceNow SPM with multi-currency enabled and have a requirement to view portfolio-level financials in the investment/portfolio currency.
Currently, the Portfolio Financials view appears to aggregate and display financial information only in the functional currency.
Could anyone please confirm:
- Is there any OOB capability or configuration to display/aggregate portfolio financials in the investment/portfolio currency?
- If not, is this a known product limitation or planned enhancement in upcoming ServiceNow releases?
- Has anyone implemented a custom solution to achieve portfolio-level financial rollups in investment currency? If yes, what approach did you use?
- Are there any specific considerations around currency conversion rates, portfolio planning, cost plans, and budget rollups when implementing such a customization?
Any documentation, KB articles, product documentation, or implementation examples would be greatly appreciated.
Thanks!
#servicenow #spm #localcurrency #portfolio
