Maik Skoddow
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Tera Patron
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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).

 

 

Product Documentation

Entry point to the official product documentation

 

Process Guide

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

Investment Funding

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

Investment Funding

In this video, we are going to discuss how the funds are added and allocated across the investments in ServiceNow.

 

 

 

Troubleshooting

 

Known Error Portal

 

Pre-configured filter for the respective topic. Remove the query string or modify the filters on the left side if you want to narrow down the search results in a different way.

 

 

Selected Articles

 

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Version history
Last update:
‎07-08-2025 10:01 PM
Updated by:
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