Enable financial budget allocation for planning items in Portfolio Planning

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

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

    Antes de Iniciar

    • For new customers accessing financials in Next Experience, this property is enabled by default.
    • Role required: admin

    Procedimento

    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.

    O que Fazer Depois

    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.