Activate investment entities for planning items

---
title: Activate investment entities for planning items
description: Activate the investment entitied for Demands, Projects, and Epics to view portfolio financials.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/it-business-management/portfolio-planning/fin-activate-investment-entities-ppw.html
release: brazil
product: Portfolio Planning
classification: portfolio-planning
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Configure portfolio financials in Portfolio Planning, Configure, Portfolio Planning, Strategic Portfolio Management]
---

# Activate investment entities for planning items

Activate the investment entitied for Demands, Projects, and Epics to view portfolio financials.

## Before you begin

Role required: admin

## Procedure

1.  Navigate to **All** > **System Definition** > **Tables**.

2.  Filter the name field to locate and open the **Investment Entity** \[sn\_invst\_pln\_invst\_funding\_entity\] table.

3.  Select the **Show List** Related Link.

4.  Set the Active field to **true** for Demand and Project fields.

    \[Omitted image "fin-enable-investment-entities-ppw.png"\] Alt text: Enable investment entities for planning items.