Create an investment

task australia Updated Sep 10, 2026 1 min read create-investment.md

Raw file servicenow.com

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.

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.

4. 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

72 lines · 2.4 KB Wrap lines

---
title: Create an investment
description: Create an investment to fund a target.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/investment-funding/create-investment.html
release: australia
product: Investment Funding
classification: investment-funding
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Investment Funding, Strategic Portfolio Management]
---

# Create an investment

Create an investment to fund a target.

## Before you begin

Role required: sn\_invst\_pln\_v2.investment\_user

## Procedure

1.  Navigate to **All** &gt; **Investment Funding** &gt; **My Funds**.

2.  Click **New**.

3.  On the form, fill in the fields.

<table id="table_xjg_gl2_phb"><thead><tr><th>

Field

</th><th>

Description

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

For

</td><td>

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.

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

Name

</td><td>

Unique name of the investment.

</td></tr></tbody>
</table>4.  Click **Submit**.


## What to do next

-   [Add a business case](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/investment-funding/add-business-case.md) to define the business needs of the investment.
-   [Request funds](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/investment-funding/request-funds-for-investment.md) from a funding source.
-   [Allocate funds](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/investment-funding/allocate-funds-to-investment.md) from your available funds.

-   **[Add a business case for an investment](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/investment-funding/add-business-case.md)**  
Add a business case for an investment to define its business needs and goals.

**Parent Topic:**[Investment Funding](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/investment-funding/investment-funding-overview.md)