Activate investment entities for planning items

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

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

    Antes de Iniciar

    Role required: admin

    Procedimento

    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, Epic, and Project fields.
      Enable investment entities for planning items.