Admin or Budget Process Owner tasks

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◆ Applies to: Costing & Planning and Costing & Planning Plus customers that do not have Project Financial Planning or Service Demand Planning enabled. If you are using Project Financial Planning or Service Demand Planning and want to access Integrated Investment Planning, contact your Customer Success Team.

Admin and Budget Process Owner can do the following tasks:
  • Enable Integrated Investment Planning feature.

Under settings > Company Profile, select Enable Integrated Investment Planning, and save the changes.