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

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Access investments directly from an investment target

# Access investments directly from an investment target {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create a related link to go directly to the My Funds page from an investment
target.

## Before you begin

Role required: sn_invst_pln_v2.investment_admin

## Procedure

1. Navigate to AllInvestment FundingSetupInvestment Entities.
2. Open an investment entity for which you want to create a related link.
3. On the form, click the Create Funding Artifacts related link.
4. In the dialog box, select the Create related link for requesting/funding on the form option, and click OK.
5. Click OK.

## Result

The Add/View Investments related link appears on the form of the investment target for direct navigation to the My Funds page.

*[\>]: and then