Create an investment
Create an investment to fund a target.
Before you begin
Role required: sn_invst_pln_v2.investment_user
Procedure
Navigate to All > Investment Funding > My Funds.
Click New.
On the form, fill in the fields.
| Field | Description |
|---|---|
| For | Investment entity record to associate with the investment. To access the records associated with an entity, select an investment entity in the list on the left. The list on the right then displays the records associated with the selected entity. Note: You can create only one top-level investment for an investment entity type-investment entity value pair. |
| Name | Unique name of the investment. |
- Click Submit.
What to do next
- Add a business case to define the business needs of the investment.
- Request funds from a funding source.
Allocate funds from your available funds.
Add a business case for an investment
Add a business case for an investment to define its business needs and goals.
Parent Topic:Investment Funding