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01-06-2024 08:48 PM - edited 07-08-2025 10:01 PM
If you miss any content, please leave it as a comment and I will add it to this article.
Table of Contents |
My library Knowledge Sources To Go is very popular, but it was intended mainly as a thematically grouped guide to standard sources and was provided by me as a PDF file. For certain topics, however, there is so much content that I can no longer include it in that document, as it cannot continue to grow forever.
For this reason, I have decided to handle such topics in individual community articles like this one instead.
What is Investment Funding?
Investment Funding enables organizations to do top-down or bottom-up funding. It gives the organizations the flexibility to define its funding hierarchy to allow any entity (project, demand, epic, strategy, etc.) to be funded. It supports continuous planning by letting customers choose the funding frequency (month/quarter/year).
Entry point to the official product documentation
Provides detailed guidance on the way that ServiceNow intends the process to-be, for Strategic Portfolio Management (SPM) - Investment Funding.
Trainings & Courses
Investment Funding Fundamentals
Enroll in this course to learn the difference between top-down funding, bottom-up funding and generic funding along with how to create, request, and fund investments.
Articles & Blog Posts
2021-07-23 by @Rajesh_Singh
Investment Funding: Everything from strategic goals to funding entities
Often, few organizations use ServiceNow PPM to prioritize and choose from submitted projects rather than evaluating which projects will help achieve strategic objectives. Organizations are more focused on which project can give a great return; rather, the first step would be determining whether this project moves the organization in the direction of vision or not.
Videos & Podcasts
2021-05-08 by ServiceNow Community
Aurora Gaimon Greoles, ServiceNow Advisory Solution Consultant, introduces Fabio Cresta, ITBM Sr Solution Consultant, who presents “Investment Funding.” Fabio discusses how IT Business Management enables you to plan and manage investments by allocating funds to investment entities such as Business Units, Products, Teams, and the like. Prioritize your investments based on business needs and strategic objectives of your organization.
2022-09-26 by ServiceNow Community
Tokyo SPM APW Investment Funding
2023-08-10 by Virtus Consulting
In this video, we are going to discuss how the funds are added and allocated across the investments in ServiceNow.
Troubleshooting
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