Fund a top-level investment
Allocate funds to a top-level investment so that the investment owner can distribute funds further.
Before you begin
Role required: sn_invst_pln_v2.investment_planner
Procedure
Navigate to All > Investment Funding > Top level Investments.
Open an investment to which you want to allocate funds.
On the Details tab, click Add fund.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Fiscal period | Fiscal period for which the fund is allocated to the investment. |
| Funded capex | Amount funded as a capital expense. |
| Funded opex | Amount funded as an operating expense. |
- Click Submit.
Result
The top-level investment is funded with the specified amount for the selected period.
Parent Topic:Create a top-level investment