Components installed with Investment Funding

reference australia Updated Sep 10, 2026 1 min read installed-with-investment-funding.md

Several types of components are installed with activation of the Investment Funding (sn_invst_pln) plugin, including tables and user roles.

Note: The Application Files table lists the components that are installed with this application. For instructions on how to access this table, see Find components installed with an application.

Demo data is available for this feature.

Roles installed with Investment Funding

Role title [name]	Description	Contains roles
Investment admin[sn_invst_pln_v2.investment_admin]	Creates investment entities and sets up preferences and fiscal calendar.	fiscal_calendar_admin
Investment planner[sn_invst_pln_v2.investment_planner]	Manages top investment, investment entities, and records associated with investment entities.	investment_user
Investment user[sn_invst_pln_v2.investment_user]	Manages investments and funds.Note: Users with this role can perform create, read, update, and delete operations on all cost and benefit plans.	fiscal_calendar_user

## Tables installed with Investment Funding

Table	Description
Business Case[business_case]	Stores business cases for investments.
Fund Request[sn_invst_pln_invst_funding_base_request]	Stores fund request details.
Funding[sn_invst_pln_invst_funding_base_fund]	Stores fund details.
Funding Base[sn_invst_pln_invst_funding_base]	Base table for funding and requests.
Funding Base Breakdown[sn_invst_pln_invst_funding_base_breakdown]	Stores the breakdown of funding base records.
Funding Configuration[sn_invst_pln_invst_funding_configuration]	Stores funding configuration details.
Investment Entity[sn_invst_pln_invst_funding_entity]	Stores investment entity types.
Funding State[sn_invst_pln_invst_funding_state]	Stores different states of a funding.
Investment[sn_invst_pln_invst_investment]	Stores investment details.

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

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---
title: Components installed with Investment Funding
description: Several types of components are installed with activation of the Investment Funding \(sn\_invst\_pln\) plugin, including tables and user roles.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/investment-funding/installed-with-investment-funding.html
release: australia
product: Investment Funding
classification: investment-funding
topic_type: reference
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Install Investment Funding, Investment Funding, Strategic Portfolio Management]
---

# Components installed with Investment Funding

Several types of components are installed with activation of the Investment Funding \(sn\_invst\_pln\) plugin, including tables and user roles.

**Note:** The Application Files table lists the components that are installed with this application. For instructions on how to access this table, see [Find components installed with an application](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/platform-administration/find-components.md).

Demo data is available for this feature.

## Roles installed with Investment Funding

<table id="table_u1t_gb1_wdb"><thead><tr><th>

Role title \[name\]

</th><th>

Description

</th><th>

Contains roles

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

Investment admin\[sn\_invst\_pln\_v2.investment\_admin\]

</td><td>

Creates investment entities and sets up preferences and fiscal calendar.

</td><td>

fiscal\_calendar\_admin

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

Investment planner\[sn\_invst\_pln\_v2.investment\_planner\]

</td><td>

Manages top investment, investment entities, and records associated with investment entities.

</td><td>

investment\_user

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

Investment user\[sn\_invst\_pln\_v2.investment\_user\]

</td><td>

Manages investments and funds.**Note:** Users with this role can perform create, read, update, and delete operations on all cost and benefit plans.

</td><td>

fiscal\_calendar\_user

</td></tr></tbody>
</table>## Tables installed with Investment Funding

<table id="table_fbz_45z_vdb"><thead><tr><th>

Table

</th><th>

Description

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

Business Case\[business\_case\]

</td><td>

Stores business cases for investments.

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

Fund Request\[sn\_invst\_pln\_invst\_funding\_base\_request\]

</td><td>

Stores fund request details.

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

Funding\[sn\_invst\_pln\_invst\_funding\_base\_fund\]

</td><td>

Stores fund details.

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

Funding Base\[sn\_invst\_pln\_invst\_funding\_base\]

</td><td>

Base table for funding and requests.

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

Funding Base Breakdown\[sn\_invst\_pln\_invst\_funding\_base\_breakdown\]

</td><td>

Stores the breakdown of funding base records.

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

Funding Configuration\[sn\_invst\_pln\_invst\_funding\_configuration\]

</td><td>

Stores funding configuration details.

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

Investment Entity\[sn\_invst\_pln\_invst\_funding\_entity\]

</td><td>

Stores investment entity types.

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

Funding State\[sn\_invst\_pln\_invst\_funding\_state\]

</td><td>

Stores different states of a funding.

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

Investment\[sn\_invst\_pln\_invst\_investment\]

</td><td>

Stores investment details.

</td></tr></tbody>
</table>**Parent Topic:**[Install Investment Funding](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/investment-funding/activate-investment-funding.md)