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.

[Alpa82]

hi @pranaybarmo 
  see if this will be helpful Budget Migration Guidance - ServiceNow Community
Budget Migration E2E
SPM – Budget Migration (Financial Planning) - YouTube

[Vinay3 · Accepted solution]

Hi @pranaybarmo when the 'enable_budget_allocation_v2' property is set to true, you should be allocation budget from financials->Budget allocation display mode for the budget to be populated correctly. The 'Project budget' tab is not available out of the box in the project workspace.

Please review the following link to learn more about the 'budget allocation' display mode - https://www.servicenow.com/community/spm-articles/new-flexible-budget-allocation-capability-in-spm-d...