Reject a fund request

---
title: Reject a fund request
description: You can reject an incoming fund request based on your business priorities or if you do not have sufficient funds.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/investment-funding/reject-fund-requests.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]
---

# Reject a fund request

You can reject an incoming fund request based on your business priorities or if you do not have sufficient funds.

## Before you begin

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

## Procedure

1.  Navigate to **All** > **Investment Funding** > **My Funds**.

2.  Open an active investment.

    If you want to open a different investment, access the drop-down menu next to the name of the currently displayed investment. Either search for another investment by entering its name in the **Search My Investments** field or choose it from the five most recently visited investments.

3.  Click the **Allocate Funds** tab.

4.  Select a working period and click **Apply**.

5.  Select an investment from the **Allocate Funds** grid.

6.  Click the **Allocate Funds** drop-down list and select **Reject**.

7.  Select an investment, and click **Clear** from the **Allocate Funds** drop-down list to remove the planning-state funding requests that are for past funding periods or non-editable funding periods from your list.


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