Request funds for a project in classic Project Workspace

task australia Updated Sep 10, 2026 1 min read request-project-funds.md

Request funds for your project investment to work on project activities and meet the business goals.

Important:

Classic Project Workspace is being prepared for future deprecation. It will be hidden and no longer available for installation but will continue to be supported. For details, see the Deprecation Process [KB0867184] article in the Now Support knowledge base. Use new Project Workspace with enhanced UI to help you efficiently manage your projects.

Before you begin

You can request funds for your project if the following conditions are true:

The Investment Funding (com.snc.investment_funding) plugin is activated.
The funding entity for Project is available and is active.

Role required: it_project_manager

About this task

You can view the rolled up total planned cost of the project cost plans on the column header for each period.

Procedure

Navigate to All > Project > Projects > Project Workspace.
Select a project for which you want to review or manage funds.
On the Project Workspace, select the Financials tab.
Select the Funds tab.

The Funds list shows funding sources if you have previously requested funds from them for your project.
Select the Add New Source link to select the funding source.
In the Select a Source pane, select one or more source investments from the list, and then select Add Selected.

The specified funding source is added in the Request Funds grid.
In the Request Funds grid, specify the amount in the CapEx and OpEx columns under New/Modify Request of the funding sources from which you want to request funds.

The state of all updated funding sources changes to Draft or Planning, which is indicated by highlighted cells.
Select Request.
In the Confirm request dialog box, verify your requests and add a comment if required.
Select Request

Parent Topic:Project workspace classic - Legacy

67 lines · 2.8 KB Wrap lines

---
title: Request funds for a project in classic Project Workspace
description: Request funds for your project investment to work on project activities and meet the business goals.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/project-workspace/request-project-funds.html
release: australia
product: Project Workspace
classification: project-workspace
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Project workspace classic - Legacy, Project Portfolio Management, Strategic Portfolio Management]
---

# Request funds for a project in classic Project Workspace

Request funds for your project investment to work on project activities and meet the business goals.

**Important:**

Classic Project Workspace is being prepared for future deprecation. It will be hidden and no longer available for installation but will continue to be supported. For details, see the [Deprecation Process \[KB0867184\]](https://hi.service-now.com/kb_view.do?sysparm_article=KB0867184) article in the Now Support knowledge base. Use new Project Workspace with enhanced UI to help you efficiently manage your projects.

## Before you begin

You can request funds for your project if the following conditions are true:

- The Investment Funding \(com.snc.investment\_funding\) plugin is activated.
- The funding entity for Project is available and is active.

Role required: it\_project\_manager

## About this task

You can view the rolled up total planned cost of the project cost plans on the column header for each period.

## Procedure

1. Navigate to **All** &gt; **Project** &gt; **Projects** &gt; **Project Workspace**.

2. Select a project for which you want to review or manage funds.

3. On the Project Workspace, select the **Financials** tab.

4. Select the **Funds** tab.

The Funds list shows funding sources if you have previously requested funds from them for your project.

5. Select the **Add New Source** link to select the funding source.

6. In the **Select a Source** pane, select one or more source investments from the list, and then select **Add Selected**.

The specified funding source is added in the Request Funds grid.

7. In the Request Funds grid, specify the amount in the **CapEx** and **OpEx** columns under **New/Modify Request** of the funding sources from which you want to request funds.

The state of all updated funding sources changes to Draft or Planning, which is indicated by highlighted cells.

8. Select **Request**.

9. In the Confirm request dialog box, verify your requests and add a comment if required.

10. Select **Request**

**Parent Topic:**[Project workspace classic - Legacy](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/project-workspace-classic.md)