Enable financials for planning items in Strategic Planning

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

    • EActivate financials for all the planning items to work on the financial estimates.

    Antes de Iniciar

    Role required: sn_invst_pln_v2.investment_admin

    Procedimento

    1. Navigate to All > Investment Funding > Setup > Investment Entities.
    2. Filter the Table field to locate and open the required planning item.
      For example, select sn_align_core_scrum_epic for epics, select pm_project for projects, dmn_demand for demands, sn_align_core_capability for capabilities, or sn_align_core_feature for features.
    3. In the Entity form, build the required condition to get the required planning items.
      Nota:
      If you want to work on the finanical records for completed or closed planning items, remove the Active is true condition.
    4. Select Update.