Enable financials for planning items in Strategic Planning

---
title: Enable financials for planning items in Strategic Planning
description: EActivate financials for all the planning items to work on the financial estimates.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/scenario-planning-in-spw/enable-spw-fin-epic.html
release: australia
product: Scenario Planning in SPW
classification: scenario-planning-in-spw
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Configure financials for planning items Strategic Planning, Configure, Portfolio Planning in Strategic Planning Workspace, Strategic Planning, Strategic Portfolio Management]
---

# 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**.