Investment Funding release notes

  • Release version: Store
  • Updated May 9, 2024
  • 2 minutes to read
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    Summary of Investment Funding Release Notes

    The Investment Funding release notes provide detailed information about the updates and changes made to the Investment Funding application on the ServiceNow Store. These notes are crucial for customers to understand the latest features, fixes, and deprecated functionalities in the application.

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    Key Features

    • Version 1.1.1 - May 2024: Deprecated the 'Investment Funding' Dashboard and the 'View Past Funding Details' option.
    • Version 1.1.0 - February 2024: Fixed an issue with the Generic Bucket missing from investment entities during upgrades.
    • Version 1.4.2 - July 2023: Implemented various bug fixes for improved user experience.
    • Version 1.4.1 - May 2023: Resolved an issue preventing fund submissions for investments with negative funding records.
    • Version 1.4.0 - August 2022: Enabled investment owners to add co-owners for delegated actions and improved usability indicators for investment permissions.
    • Version 1.3.0 - May 2022: Fixed multiple migration issues from the legacy Investment Funding system, ensuring proper attachment of plans and visibility of funding details.
    • Version 1.1.0 - July 2021: Automated the addition of actuals from projects and demands to corresponding investments.
    • Version 1.0.1 - July 2021: Consolidated related plugins into a single Investment Funding plugin.

    Key Outcomes

    These updates enhance the functionality and usability of the Investment Funding application, allowing users to manage investments more effectively. Customers can expect improved performance, streamlined processes for fund allocation, and better collaboration through co-ownership features. Staying updated with these changes is vital for maximizing the application's capabilities and ensuring compliance with the latest operational standards.

    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).