Portfolio planning workspace is not available

Amit6 · ‎12-19-2023

I have installed Portfolio planning plugin sn_align_ws. But i can not find Portfolio planning workspace.

Anil Lande · ‎12-20-2023

I just installed this plugin on my PDI and I can see the "Portfolio planning workspace" module and I can use same.

Try Reloading your page and clear the browser cache and instance cache.

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Thanks
Anil Lande

View solution in original post

Anil Lande · ‎12-19-2023

Hi,

Please check below worksop and make sure all roles are installed and wait for few minutes and try logout and login.

https://www.youtube.com/watch?v=mUUa5qfCSRY

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.
Thanks
Anil Lande

Amit6 · ‎12-19-2023

Video is for Strategic Planning workspace. I am referring to portfolio planning workspace.

Anil Lande · ‎12-20-2023

Hi @Amit6

I just installed this plugin on my PDI and I can see the "Portfolio planning workspace" module and I can use same.

Try Reloading your page and clear the browser cache and instance cache.

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.
Thanks
Anil Lande