---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Enable financials for planning items in Strategic Planning

# Enable financials for planning items in Strategic Planning {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

EActivate
financials for all the planning items to
work on the financial estimates.

## Before you begin

Role required: sn_invst_pln_v2.investment_admin

## Procedure

1. Navigate to AllInvestment FundingSetupInvestment Entities.
2. Filter the Table field to locate and open the required planning item.  
   For example, select sn_align_core_scrum_epic for epics, select pm_project for projects, dmn_demand for demands, sn_align_core_capability for capabilities, or sn_align_core_feature for features.
3. In the Entity form, build the required condition to get the required planning items.  
   Note:  
   If you want to work on the finanical records for completed or closed planning items, remove the Active is true condition.
4. Select Update.

*[\>]: and then