User and manger unable to see the create demand budget option(link) though having all the roles

[AshwiniSawant]

Hello All,

We have received an incident in which user/manager as well as by Admin rights also we are unable to see the create  demand budget option(link) in the demand form. 

Also tried to reproduce it in the non prod and its reproducing. Can someone help me with the root cause of this. 

Demand is in Qualified stage.

Thank you !

[AshwiniSawant]

Hello @Mark Manders ,

I have validated the condition other than role that condition is returning false. 

But this is OOB and for other demand record they are able to see the link

[Mark Manders]

You need to check on the differences between them, because the reason your UI action isn't showing, is this 'false' you get returned. Check on the script include that is called to see what it is looking at and validate that against your record(s).

[AshwiniSawant]

Hello Mar,
As I mentioned earlier, this is happening for few of the demands and not for all. But when I am trying to reproduce the same in which link is visible that is not reproducing. 

Script include is also giving false.

[Vinay3 · Accepted solution]

Hi @AshwiniSawant , the demand budget link would be hidden if the instance has 'sn_invst_pln.enable_budget_allocation_v2' property set to true. Please check.

If the property is set to true, the instance is upgraded to use the new budget allocation capability released as part of the new Financials experience for demands and projects.

With the property set to true, budget can be added to demands using the 'Investment Budget' related list on the demand details page. This related list can be configured by admin using steps in this documentation page - 

https://www.servicenow.com/docs/bundle/xanadu-it-business-management/page/product/planning-and-polic...

Alternatively users can use the 'New financials' experience for demands and other planning items in the 'Portfolio Planning Workspace' to have a better experience of allocating budget to demands.

Please find more information in the following doc pages:

https://www.servicenow.com/docs/bundle/xanadu-it-business-management/page/product/portfolio-planning...

https://www.servicenow.com/docs/bundle/xanadu-it-business-management/page/product/portfolio-planning...

If you are not ready to move to the new budget allocation capability yet, the property can be set to false, which will re-enable the demand budget link.

[AshwiniSawant]

Hello @Vinay3 , 
Thank you for your response. Yes, I can see by making this property "sn_invst_pln.enable_budget_allocation_v2" value to false , link is visible to users.

But could you please explain in more detail, what could be the impact of making this property to False. Is there any other major impact on the other things.