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

AshwiniSawant · ‎02-10-2025

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 !

Vinay3 · ‎02-10-2025

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...

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.

View solution in original post

Mark Manders · ‎02-10-2025

Check on the conditions for the link. OOB you need the Portfolio Manager role and it is also checking this: (new BudgetMigrationUIActionUtil().isBudgetMigrated(current)). Validate that that returns 'true' as well.

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

Najmuddin Mohd · ‎02-10-2025

Hello @AshwiniSawant ,
Have you validated the Conditions of the UI Action.
Can you remove the conditions of the UI Action and validate, even the link is not visible?
Can you check Form button and check whether it is available on the form, check the related link checkbox?

If the above information helps you , Kindly mark it as Helpful and Accept the solution.
Regards,
Najmuddin.

AshwiniSawant · ‎02-10-2025

Hello All,

This is totally OOB, PFB.

Mark Manders · ‎02-10-2025

You are only marking the role and we believe you when you say that the role is also granted to the user, but if you don't see the link, the issue is probably in the second part of the condition. Did you check on that, like I already mentioned?

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