Enable financial budget allocation for planning items in Strategic Planning

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

    • Enable allocation property after migrating to Next Experience to work on budget allocation for your planning items using Strategic Planning.

    시작하기 전에

    • For new customers accessing financials in Next Experience, this property is enabled by default.
    • Role required: admin

    프로시저

    1. Navigate to All > System Properties > Properties.
    2. Filter the Name column to locate and open sn_invst_pln.enable_budget_allocation_v2 property.
    3. Update the Value field to True and select Update.

    다음에 수행할 작업

    Configure budget attributes to work on managing budget of your planning items. For more information, see Configure budget attribute at instance-level to allocate budget.