sn_invst_pln plugin installed but only Investment Portal visible – no modules in App Navigator

maliksneha9
Tera Contributor

Hi Community,

 

We are on the Zurich release and have the Investment Funding plugin (sn_invst_pln) installed.

 

  • All tables listed in the documentation exist (Investment, Funding, Fund Request, Business Case, etc.)
  • All Investment Funding roles are available and assigned (sn_invst_pln_v2.investment_admin, investment_planner, investment_user).
  • We are using PPM Standard.

 

However, when searching for Investment in the Application Navigator, we can only see Investment Portal and no other Investment / Investment Planning modules.

 

We have also verified that:

 

  • All relevant roles are assigned to the user.
  • Under System Definition → Application Menus, no Investment Planning / Investment modules are visible.

 

If this is a licensing limitation, could you please confirm:

 

  • Which additional license or subscription is required to enable the Investment Planning modules?
  • Whether any additional plugins need to be activated after licensing?

 

Looking for confirmation on whether this is a licensing limitation versus a configuration issue.

 

Thanks in advance.

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