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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 a scheduled job to generate data to view portfolio financials

Activate and define Data generation for financials in SPW/PPW scheduled job to migrate budget from old data model to new data model and view portfolio financials.

About this task

It’s a one-time activity to define and run this scheduled job to view portfolio financials.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > System Definition > Scheduled Jobs.

  2. Filter the name field to locate and open Data generation for financials in SPW/PPW.

  3. Select Active option to activate and schedule the job.

  4. Edit the fields on the Scheduled Script Execution form to customize the job and meet your requirements.

    For more information about the field description and scripts, see Automatically run a script of your choosing.

  5. Remove the condition 'active=true' to generate the financial data and work on costs for inactive planning items.

  6. Select Update to save your changes and execute the job as scheduled, or select Execute Now to run the scheduled job.

Result

All the required mappings to view the portfolio financials for Epics, Demands, and Projects are mapped.

To validate if the data generation job is successful, navigate to All > System Definition > Tables and check the mappings for Investment record in the Project [sn_align_core_project] table.