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Configure portfolio financials in Strategic Planning › Configure › Portfolio Planning in Strategic Planning Workspace › Strategic Planning › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Activate investment entities for planning items

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

Before you begin

Role required: admin

Procedure

  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.

Image omitted: fin-enable-investment-entities.png
Enable investment entities for planning items.