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02-10-2025 01:10 AM
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 !
Solved! Go to Solution.
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02-10-2025 09:01 AM - edited 02-10-2025 08:23 PM
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 -
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:
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.
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02-11-2025 05:23 AM
Hi @AshwiniSawant , setting this property to false will disable the new budget allocation capability for demands and projects in the new financials experience and. the users should continue to use the classic demand and projects UI to view the budget details.
Its is recommended that the new customers to adopt new budget allocation capability along with other capabilities in the new financials experience instead of the legacy functionality.
More information about the new budget allocation experience can be found here - https://www.servicenow.com/community/spm-articles/new-flexible-budget-allocation-capability-in-spm-d...
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02-12-2025 02:33 AM
Hello @Vinay3 ,
So, Currently I have set tthis property "sn_invst_pln.enable_budget_allocation_v2" value to false. So the demand and project records which were created earlier before this update whether the link will reflect in those post this update.
Currently I can't see create budget demand/project link was available on existing records so is there any other way I can suggest to client to get the add budget link.
Thanks,
Ashwini Sawant
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02-13-2025 05:32 AM
Hello @AshwiniSawant ,
Could you plz explain why did you prefer to set the property to false. Why not enable the property to true and use the new budget functionality using the related list from the configuration mentioned in this documentation? - https://www.servicenow.com/docs/bundle/xanadu-it-business-management/page/product/planning-and-polic...
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02-27-2025 06:53 AM
Hi Vinay3,
Right now, new budget functionality is not explained to end users, post communication will use this new budget functionality.
Thanks & Regards,
Ashwini Sawant
