Reporting on budgets when some projects migrated to next experience

[Jonathan F]

This is related to moving budgeting to the next experience which is described here: https://www.servicenow.com/community/spm-articles/budget-migration-guidance/ta-p/3037991

We recently installed Project Workspace, and yes, it is amazing, you should try it!

Right now, we are budgeting for 2025, and one activity involves seeing all of the approved budgets across projects in one place, so we built reporting against the project_funding table. But we uncovered an issue: 4 out of the 100+ projects pressed the "Migrate Budget" related link. This means that their budget numbers disappeared from our report and from the perspective of "look up your budget numbers here", or "this is the total investment budget for our projects in 2025", you don't see that accurate whatever million dollar number in the tool that everyone expects as those 4 projects are missing. This is because part of that migration process involves moving the records from the project_funding table to the sn_invst_pln_invst_budget table.

Folks want to see the right numbers in the system by next week. You can't really build one report that combines numbers across these two tables, and we wouldn't have the time to migrate every project to the new data model and make sure we can teach 100s of associates how to use the budgeting feature in a matter of days, we only just discovered that the 4 projects were missing this week.

Here is what I tried in my sandbox environment: I made the "Is Budget Migrated" field editable on the sn_invst_pln_financial_migration table and switched it to "false" for the 4 projects we have issues with. Everything appears to work as expected except the budget numbers are a little off after pressing the "Migrate Budget" related link again, which is fixable manually. This plan lets us continue as is for our immediate needs and we can manage a more concerted effort to migrate projects to the Next Experience when we have more time to do it right.

This is the best idea I have so far, but what would you do?