Investment Budget form

reference australia Updated Sep 10, 2026 1 min read investment-budget-form.md

Use the Investment Budget form to allocate budget for a demand for each fiscal period.

Field	Description
Amount	Enter the budget amount.
Fiscal period	Select the fiscal period to allocate the budget.
Investment	Select the planning item to allocate this budget.The existing budget is selected by default.
Expense type	Select expense type from the list.- Select Capex to allocate your budget to capital expenses. Select Opex to allocate your budget to operational expenses.

**Parent Topic:**[Demand Management forms](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/demand-management/demand-management-forms.md)

63 lines · 1.5 KB Wrap lines

---
title: Investment Budget form
description: Use the Investment Budget form to allocate budget for a demand for each fiscal period.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/demand-management/investment-budget-form.html
release: australia
product: Demand Management
classification: demand-management
topic_type: reference
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Demand Management forms, Reference, Demand Management, Project Portfolio Management, Strategic Portfolio Management]
---

# Investment Budget form

Use the Investment Budget form to allocate budget for a demand for each fiscal period.

<table id="table_kwl_fkp_2dc"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Amount

</td><td>

Enter the budget amount.

</td></tr><tr><td>

Fiscal period

</td><td>

Select the fiscal period to allocate the budget.

</td></tr><tr><td>

Investment

</td><td>

Select the planning item to allocate this budget.The existing budget is selected by default.

</td></tr><tr><td>

Expense type

</td><td>

Select expense type from the list.-   Select **Capex** to allocate your budget to capital expenses.
-   Select Opex to allocate your budget to operational expenses.

</td></tr></tbody>
</table>**Parent Topic:**[Demand Management forms](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/demand-management/demand-management-forms.md)