Enable financial budget allocation for projects in Project Workspace

Enable allocation property after migrating to Next Experience to work on budget allocation for your projects using Project Workspace.

Before you begin

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

Procedure

1. Navigate to All and type in sys_properties.list in the filter box.
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.

What to do next

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.

• Configure budget attribute at instance-level to allocate budget
  Configure the budget attribute by expense type or cost type as an instance-level to work on budget allocations for your projects using Project Workspace.