New

Removed integration checks for financial record pages, Financials Core, and Portfolio financials.
Implemented roll-up of actual costs on cost plans linked to planning items.
Enabled cost plan and expense line forms in the side panel for planning items.
Updated the Financials display to include cost plans for planning items.
Improved UI with updated display dropdown and grid header colors.
Saved the user's view preference for future sessions.
Enabled benefit plans for planning items without requiring integration.
Added a 'Display' dropdown to switch between different grid views.
Added a "Planned Values" column for past fiscal periods in the 'Planned vs Actual' view.
Added a 'Planned Only' view to show planned costs across all fiscal periods.
Added support for capturing monetary benefit plans in financial baselines.
Enhanced the Financials tab in the Project Workspace to respect ACLs at the breakdown level.

Fixed

Total planned cost roll-up was doubled when sn_invst_pln.budget_allocation_attribute was set to cost_type.
Actual Capex/Opex fields were editable in the Investment Funding Portal for single-source investments, when they should have been read-only.
The error message for fiscal period validation was only displayed on the first save attempt when creating or editing cost plans outside the project schedule.
Creating an expense line or cost plan in the Project Workspace incorrectly used the user's domain instead of the project's domain.
The Financial Summary page showed empty M12 values for resource-based cost plans when using the hh:mm time format.
An error dialog appeared when creating new projects or demands, or when updating grid views in the Prioritization/Roadmap tabs.
Inconsistent color in the timescale selector and aligned the 'New Cost Plan' button for better visual consistency.
The getDotWalkedValue method in BaselineAPI was returning undefined for Portfolio Description in Project Financial Baselines.
Updates or deletions in the Investment Budget table were not syncing with the corresponding budget values in the cost plan breakdown and investment records.
A performance issue in the "Sync planning item fields to Investment" Business Rule caused excessive flow contexts during cost plan synchronization with teamspace demands.
Closing the expense line side panel and toggling the budget view caused grid distortion in cost planning.
The 'Generate Labor Costs' button was incorrectly visible for capabilities and features without resource assignments.
Investments were not being created for demands submitted by non-admin users with specific business partners.
The Project Workspace and Strategic Planning Workspace were bypassing ACLs, allowing unauthorized updates to financial records.
Budget migration included invalid task type breakdown records that were missing project funding during budget transfers.
The 'Entered (demand) currency' field was not auto-populating in cost plan forms when multi-currency was enabled.
An incorrect error message appeared on the SPW Financials page, showing an integration error instead of a missing investment entity notification.
A race condition in the Financials tab prevented proper currency display and editing in Teamspace2 planning tables. This was resolved by merging the fiscal period and functional currency API calls.