Fund a top-level investment

---
title: Fund a top-level investment
description: Allocate funds to a top-level investment so that the investment owner can distribute funds further.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/investment-funding/add-fund-top-investment.html
release: australia
product: Investment Funding
classification: investment-funding
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Create a top-level investment, Investment Funding, Strategic Portfolio Management]
---

# 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

1.  Navigate to **All** > **Investment Funding** > **Top level Investments**.

2.  Open an investment to which you want to allocate funds.

3.  On the **Details** tab, click **Add fund**.

4.  On the form, fill in the fields.

<table id="table_xjg_gl2"><thead><tr><th>

Field

</th><th>

Description

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

Fiscal period

</td><td>

Fiscal period for which the fund is allocated to the investment.

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

Funded capex

</td><td>

Amount funded as a capital expense.

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

Funded opex

</td><td>

Amount funded as an operating expense.

</td></tr></tbody>
</table>5.  Click **Submit**.


## Result

The top-level investment is funded with the specified amount for the selected period.

**Parent Topic:**[Create a top-level investment](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/investment-funding/create-top-level-investment.md)