---
sourceDocument: Zurich Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/it-business-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Fund a top-level investment

# Fund a top-level investment {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Allocate funds to a top-level investment so that the investment owner can distribute
funds further.

## Before you begin

Role required: sn_invst_pln_v2.investment_planner

## Procedure

1. Navigate to AllInvestment FundingTop level Investments.
2. Open an investment to which you want to allocate funds.
3. On the Details tab, click Add fund.
4. On the form, fill in the fields.  
   {#add-fund-top-investment__table_xjg_gl2__entry__2}

   | Field | Description |
   |-|-|
   | Fiscal period | Fiscal period for which the fund is allocated to the investment. |
   | Funded capex | Amount funded as a capital expense. |
   | Funded opex | Amount funded as an operating expense. |
   [Table 1. Add fund form]

   {#add-fund-top-investment__table_xjg_gl2}
5. Click Submit.

## Result

The top-level investment is funded with the specified amount for the selected
period.

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