Xanadu Create Demand Budget

lbless1 · ‎08-13-2024

UI action - Create Demand Budget does not show in any stage for the Demand. It is missing from the Related links in Xanadu, below image is from Washington DC. The code looks to be the same too.

Vinay3 · ‎02-11-2025

Hi @lbless1

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

ShiwanA · ‎08-20-2024

@lbless1 This might be due to some missing configuration. You can get the same enabled by using the following steps:

1. Open a demand form >> right click on the top bar >> select configure >> UI Actions

2. Search for "Create Demand Budget", open it and enable the following highlighted setting and save

3. Go back to the demand form and now you should be able to see the "Create Demand Budget" under related links

If this solves your issue, request you to mark this as "Accepted Solution"

-Shiwan Agrawal

lbless1 · ‎08-22-2024

I tried to turn on the UI Action. It must be my instance with a defect.

ShiwanA · ‎08-22-2024

Can you please confirm if you have the UI Action or not in your UI Action list? If yes, can you please share the screenshot of the UI Action form?

anika ehrling · ‎11-25-2024

HI, I just have the same problem, that whatever I try to enbale, I cannot create a demand budget. Are there other configurations which I have to take into account? Thank you