Create a top-level investment

---
title: Create a top-level investment
description: Create a top-level investment for the investment entity record for which you want to receive and allocate funds.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/it-business-management/investment-funding/create-top-level-investment.html
release: brazil
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 a top-level investment

Create a top-level investment for the investment entity record for which you want to receive and allocate funds.

## Before you begin

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

## About this task

A top-level investment does not have a source investment or source investment entity. Once created, a top-level investment can't be converted to a normal investment later.

## Procedure

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

2.  Select **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.

 You can create only one top-level investment for an investment entity type-investment entity value pair.

 **Note:** When you select the **Generic Bucket** entity option, the list to select the associated entity record is disabled.

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

Owner

</td><td>

User who will own the top-level investment.

 This field is set to the **Owner field** value determined while creating the selected investment entity.

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

Name

</td><td>

Unique name of the investment.

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

Top investment

</td><td>

Option that indicates that this is a top-level investment. This setting cannot be changed.

</td></tr></tbody>
</table>4.  Select **Create**.


## What to do next

-   [Fund a top-level investment](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/investment-funding/add-fund-top-investment.md) to meet the business goals.
-   [Create a business case](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/investment-funding/add-business-case.md) to define the business need of the investment.

-   **[Fund a top-level investment](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/investment-funding/add-fund-top-investment.md)**  
Allocate funds to a top-level investment so that the investment owner can distribute funds further.

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