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Manage financials for demands › Use › Next Experience for Demand Management in Portfolio Planning › Portfolio Planning › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Enable lean budgeting for demands

Enable the Investment Budget option to allocate budgeting for demands at a fiscal period level.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > Demands > Demand > All.

  2. Open the required demand.

  3. Select the Additional actions and navigate to View > APW Default.

Image omitted: apw-default-view-dmn.png
Navigation to APW Default in Additional actions.
  1. Select the Additional actions and navigate to Configure > Related Lists.
Image omitted: config-invest-budget.png
List of options available in Additional actions.

  1. Select Investment Budget from the Available column and add it to Selected column.

  2. Select Save.