Show Project Budget

Naruto Fujimori
Tera Contributor

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?

NarutoFujimori_0-1750731829974.png

 

2 REPLIES 2

Mark Manders
Mega Patron

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)


Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark

Vinay3
ServiceNow Employee
ServiceNow Employee

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: 

Vinay3_0-1751520520000.png

The old 'Project budget' UI action is not available anymore as the new version uses an enhanced data model enabling granular budget allocation.