Configure portfolio financials in Portfolio Planning

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

    • Configuration details for properties and scheduled jobs to view and manage portfolio financials in Portfolio Planning

    Before you begin

    Role required: admin

    Procedure

    1. Enable integration for an internal planning item type.
      For more information, see Enable integration for internal planning item.
    2. Activate the investment entities for Demands and Projects.
      For more information, see Activate investment entities for planning items.
    3. Enable the roll up system property to true to view financials.
      For more information, see Activate rollup property for projects to view portfolio financials.
    4. Activate the data generation scheduled job to view portfolio financials.
      For more information, see Activate a scheduled job to generate data to view portfolio financials.