Enable financials for epics in Strategic Planning

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Ensure that the sync between planning and execution tables is seamless to view the financials grid for your investment entity. Activate financials for epics to work on the financial estimates.

    Before you begin

    Role required: sn_invst_pln_v2.investment_admin

    Procedure

    1. Navigate to All > Investment Funding > Setup > Investment Entities.
    2. Filter the Table field to locate the sn_align_core_scrum_epic table.
    3. In the Investment Entities table view, double-click the Active column and select true from the list.