Project Budget doesn't display under Related Links in New Project Workspace

[Carissa Kreinbr]

Currently, we're on Washington and still using the Classic Project Workspace. We enter project budgets using the option under Related Links. When I switch to the new Project Workspace I don't see where one would enter a project budget. So, I have two questions:

1. Does a Related Links list exist in this new workspace? 

2. How do you enter a project budget?

Thank you!

[PaulaaO]

Hi Carissa - I don't believe Related Links are currently supported in Workspaces and not sure whether it's on the roadmap to be, but I think with some configuration you might be able to bring UI Actions, incl. custom ones and make them available in Workspaces.

Found these -> Solved: WORKSPACE UI Action form link - ServiceNow Community (I've tried this out in my PDI and I think some configuration in the Script part is required)

(2) Configuring new custom actions in Planning/Details... - ServiceNow Community

Alternatively if you don't want to overcomplicate this, if you don't have it available, display the Project Budget related list and it does give you the option to create New records so that would be a potential workaround

[Carissa Kreinbr]

How would I get the Project Budget to display as you have in your screenshot? I don't have the tab available in a new project I've created. 

[PaulaaO]

Go to the Project form, classic view and use the Configure -> Related List and select it from there 🙂

You need admin rights for this.

[Prasant Kumar 1]

Hi Carissa, 

There are few additional steps to be followed for Budget Allocation in new Project Workspace and Migrating Budgets from classic Project workspace.

Please follow the below Link

New Flexible Budget Allocation capability in SPM - Detailed how to guide 

If you find my answer helpful. Please mark as correct or helpful.

Thanks and Regards

Prasant Kumar sahu