Project workspace financial panel shows error

[Captain Gaming]

Financials Panel shows error " Cannot access cost plans .Define an entity to start working on your project financials
Even after set Investment funding entity on Project record to active, it is showing above error. Can anyone suggest in these case?

[Namita Mishra · Accepted solution]

Hi @Captain Gaming,

Hope you are doing fine.

Are you getting an error as shown in below error message? If yes, then following the steps mentioned below should resolve the error:

 

 

The main reason of this error is that project \ project task is not active in the Investment Entities.

Try the following steps to resolve the error:

1. All ->Investment Funding -> Setup -> Investment Entities

Select Project and ensure that below two are active as shown in the below screenshot:

 

Again check the project -> financials, the error should NOT be there...

 

Hope this will resolve the issue; if it does please mark the response as correct to help me & community members.

Have a Great Weekend!

Thanks!

Namita Mishra

[Captain Gaming]

Hi @Namita Mishra 
Hope you are doing good.
Do you have any idea on How we can change the assigned capacity in PPM to 3 days a week (Monday - Wednesday) for user? and what its impact if we change in to 3 days a week?
#PPM