Activate investment entities for planning items

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Activate the investment entitied for Demands, Projects, and Epics to view portfolio financials.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > System Definition > Tables.
    2. Filter the name field to locate and open the Investment Entity [sn_invst_pln_invst_funding_entity] table.
    3. Select the Show List Related Link.
    4. Set the Active field to true for Demand and Project fields.
      Enable investment entities for planning items.