When a custom number attribute is created on the investment object and api enabled, you can see it on Hierarchies workspace / Investments tab, but it is not available on the Financials tab.
STR:
1. Create a number type attribute on the Investment object
- Give it an API Alias
2. Add the attribute to some investments and populate a value. If the attribute is not available, log out and back in.
3. Create a hierarchy under Hierarchy Workspace
- Make sure it has the Financials Module on the associated blueprint. You may need to create a blueprint and add the Financials Module.
4. To your hierarchy, add some of the investments that you added the value to in step 2.
5. Add your custom number attribute to the Investments Grid
- You will see the values populated
6. Go to the Financials Module and add the same attribute.
Expected Results: Attribute is available to add
Actual Results: Attribute is not available in the columns selection nor the filter.
Workaround: None