Enable financial budget allocation for planning items in Portfolio Planning

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

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

    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 > 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.

    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.