0
5.0.1
Yokohama, Xanadu Patch 4, Xanadu, Washington DC Patch 8, Washington DC Patch 4, Washington DC, Vancouver Patch 9, Vancouver Patch 8, Vancouver Patch 7, Vancouver Patch 5, Vancouver Patch 2, Vancouver
Strategic Portfolio Management - Financials Core is an internal application built on the base of the 'Investment Funding' application to enable Financial Planning of execution and strategic work entities in a generic model. Financials Core also contains the code base for Investment Funding application which supports the capabilities to add and allocate funds for Pro customers.
- Financial planning functionality for Demands, Projects, and Epics as part of Project Workspace and Strategic Planning Workspace.
- Create financial baselines and compare the financials between baselines to track and analyze the changes in financials for Demands, Projects, and Epics.
- Add and allocate funds to investment entities using the Investment Funding application for Pro customers.
Fixed:
- Budget values are wrongly getting updated in approval when locale is having decimal separator other than dot (.)
- Changed the SPW data generation schedule job query to consider Projects and Epics in 'Done' state also.
- When a Demand is converted to Project, an error is thrown and the financial data (cost plans, expense lines, and so on) are not visible in the created Project.
- When older baselines are compared with newer baselines, the value in the recent fiscal column of the older baseline is showing as actual value instead of planned value.
- When a Project or Demand is funded through Investment Funding, the planning item and investment object are not populated in the cost plan breakdown.
- New budget V2 flag is false on upgrade instances.
- Error message on creating project from demand: "An investment for this project already exists. You cannot create a duplicate investment for a project".
-
Install the following plugins on your instance:
- Ag-Grid Components Plugin (Plugin Id: com.snc.app.grid)
- Widgets (Plugin Id: com.snc.app.widgets)
- Fiscal Calendar (Plugin Id: com.snc.fiscal_calendar)
- FX Currency (Plugin Id: com.glide.currency2)
- Planned Task_v2 (Plugin Id: com.snc.planned_task_v2)