Enable financials for planning items in Strategic Planning

EActivate financials for all the planning items 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 and open the required planning item.

   For example, select sn_align_core_scrum_epic for epics, select pm_project for projects, dmn_demand for demands, sn_align_core_capability for capabilities, or sn_align_core_feature for features.

3. In the Entity form, build the required condition to get the required planning items.

   Note: If you want to work on the finanical records for completed or closed planning items, remove the Active is true condition.

4. Select Update.