Investment Funding release notes

  • Release version: Store
  • Updated May 9, 2024
  • 2 minutes to read

    • Version history for the Investment Funding on the ServiceNow Store.

    Important:
    For details on system requirements and family compatibility, view the application listing on the ServiceNow Store website.

    Version history

    Version 1.1.1 - May 2024
    • Deprecated the following:
      • 'Investment Funding' Dashboard from Platform Analytics Dashboards.
      • 'View Past Funding Details' option from the 'Allocate Funds' page for an investment.
    Version 1.1.0 - February 2024
    Fixed: Issue with Generic Bucket missing from investment entities in Investment Funding v2 during upgrade.
    Version 1.4.2 - July 2023
    Fixed: Bug fixes for seamless experience to use the application.
    Version 1.4.1 - May 2023
    Fixes: An issue preventing users from submitting funds for other investments. This occurred when a negative funding record existed for an investment, which exceeded the total available funds for that investment in the planned state.
    Version 1.4.0 - August 2022
    • Investment owners can add other users as co-owners to delegate the actions to Add funds, Request/Allocate Funds to their investments
    • Better usability as users can see an indicator to differentiate the investments they own/co-own/have view-only permissions to in Top Level Investments and My Funds screens
    Version 1.3.0 - May 2022
    • Fixed:
      • On migrating from legacy Investment Funding to Store app, cost plans and benefit plans created for Projects are being attached to Demands, for Projects created from Demands.
      • On migrating from legacy Investment Funding to Store app, some of the Investment entity fields and roles are not migrated.
      • In View/Request funds tab, Source name is not displayed completely.
      • In Allocate Funds tab, details such as State, Number, Phase, Status, Business Unit etc., of the items being funded are not being displayed before any funds are allocated to them.
      • In Allocate Funds tab, right click on items being funded doesn't show any options before any funds are allocated to them.
      • For Investment Fund entities of type 'Generic bucket', selecting 'Reject' option on items which are allocated with funds is not responsive.
      • For users with 'investment user' role, who doesn't have read access to the 'Active' field in sys_user table, Financials tab in Project workspace doesn't load.
      • Fixed an incorrect ACL for sn_invst_pln_invst_funding_configuration.
    Version 1.1.0 - July 2021
    Changed: Actuals from projects and demands are now automatically added to the corresponding investments when there is a single funded source.
    Version 1.0.1 - July 2021
    • New:
      • The Investment Funding application and all its related components have been moved to the ServiceNow store.
      • The Investment Funding (com.snc.investment_planning) and Investment Funding for PPM (com.snc.investment_planning_pmo) plugins have been merged to become a single plugin called Investment Funding (com.snc.investment_funding).