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.

Jamie Pham · ‎01-30-2025

@anika ehrling, @lbless1 Were you able to resolve this. I experienced the same issue. There is a sys property sn_invst_pln.enable_budget_allocation_v2 that is referenced in this article. https://www.servicenow.com/community/spm-articles/new-flexible-budget-allocation-capability-in-spm-d.... It automatically creates a record onsn_invst_pln_financial_migration table and it sets the is_budget_migrated field to true. And it cancels the condition on the UI action. The condition calls script includes and business rules. Setting the sys_property to false will resolve your issue and the Create Demand Budget UI action will appear.
If this solves your issue, request you to mark this as "Accepted Solution" and please mark helpful. Thank you!

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.