Enable financial budget allocation for planning items in Portfolio Planning
task australia Updated Sep 10, 2026 1 min read enable-fin-budget-ppw.md
Enable allocation property after migrating to Next Experience to work on budget allocation for your planning items using Portfolio Planning.
Before you begin
- For new customers accessing financials in Next Experience, this property is enabled by default.
- Role required: admin
Procedure
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Navigate to All and type in sys_properties.list in the filter box.
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Filter the Name column to locate and open sn_invst_pln.enable_budget_allocation_v2 property.
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Update the Value field to True and select Update.
What to do next
Configure budget attributes to work on managing budget of your planning items. For more information, see Configure budget attribute at instance-level.
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--- title: Enable financial budget allocation for planning items in Portfolio Planning description: Enable allocation property after migrating to Next Experience to work on budget allocation for your planning items using Portfolio Planning. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/enable-fin-budget-ppw.html release: australia product: Portfolio Planning classification: portfolio-planning topic_type: task last_updated: "2026-09-10" reading_time_minutes: 1 breadcrumb: [Configure financials for Portfolio Planning, Configure, Portfolio Planning, Strategic Portfolio Management] --- # Enable financial budget allocation for planning items in Portfolio Planning Enable allocation property after migrating to Next Experience to work on budget allocation for your planning items using Portfolio Planning. ## Before you begin - For new customers accessing financials in Next Experience, this property is enabled by default. - Role required: admin ## Procedure 1. Navigate to **All** and type in **sys\_properties.list** in the filter box. 2. Filter the Name column to locate and open **sn\_invst\_pln.enable\_budget\_allocation\_v2** property. 3. Update the Value field to **True** and select **Update**. ## What to do next Configure budget attributes to work on managing budget of your planning items. For more information, see [Configure budget attribute at instance-level](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/config-budget-allocation-attribute-ppw.md).
| title | Enable financial budget allocation for planning items in Portfolio Planning |
| description | Enable allocation property after migrating to Next Experience to work on budget allocation for your planning items using Portfolio Planning. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/enable-fin-budget-ppw.html |
| release | australia |
| product | Portfolio Planning |
| classification | portfolio-planning |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Configure financials for Portfolio PlanningConfigurePortfolio PlanningStrategic Portfolio Management |