Unable to allocate Budget in SPM Project

[pranaybarmo]

I created a project and entered a budget under the Project Budget tab, which is reflected in Project → Details → Budget Cost. However, when I navigate to the Financials tab, the budget value appears as 0.

I have tested this with different roles, including Portfolio Manager, Project Manager, and Admin, but the issue persists. I’ve also reviewed the configuration settings, and everything seems to be correctly enabled.

For reference, I am currently using the Zurich version.

[Tanushree Maiti]

Hi @pranaybarmo 

refer these links  for validation:

https://www.servicenow.com/community/spm-forum/issue-regarding-budget-cost-not-matching-into-the-pro...

https://www.servicenow.com/community/spm-forum/budget-information-missing-from-the-financials-view-i...

[pranaybarmo]

Hi @Tanushree Maiti ,  Thanks or the links but non of them has a solution. 

[iromero]

I think you mentioned the budget tab. In the “new experience” view, in the details module, there is a budget tab. You need to create a new budget in that tab. You set the fiscal year and the amount. You would create multiple for projects that span multiple years. We recently started using spm and it took us some time to find this. It resolved the issue in the financials tab. 

[pranaybarmo]

Hi @iromero , I already created new budget under "Project Budget" Tab and that's how i am getting the value in "Budget Cost" field under Details tab.