Show Project Budget
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06-23-2025 07:23 PM
I want to create a budget for my project.
However, even though this project is the top project, the UI action “Project Budget” does not appear in the related links.
What are the conditions under which the “Project Budget” will appear?
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06-24-2025 01:49 AM
If you'd open the UI action itself, you would have seen that this is the condition (on an OOB Yokohama instance):
gs.hasRole('portfolio_manager') && current.top_task == current.sys_id&&(new BudgetMigrationUIActionUtil().isBudgetMigrated(current)) && ProjectManagementUtils.checkReadAccess(current)
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07-02-2025 10:29 PM
Hi @Naruto Fujimori , In the latest version of SPM, project budget is recommended to be added using the 'Financials' page in the new project workspace as shown in the following screenshot:
The old 'Project budget' UI action is not available anymore as the new version uses an enhanced data model enabling granular budget allocation.