---
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


---

# Create an investment

# Create an investment {#ariaid-title1}

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

Create an investment to fund a target.

## Before you begin

Role required: sn_invst_pln_v2.investment_user

## Procedure

1. Navigate to AllInvestment FundingMy Funds.
2. Click New.
3. On the form, fill in the fields.  
   {#create-investment__table_xjg_gl2_phb__entry__2}

   | Field | Description |
   |-|-|
   | For | Investment entity record to associate with the investment. To access the records associated with an entity, select an investment entity in the list on the left. The list on the right then displays the records associated with the selected entity. Note: You can create only one top-level investment for an investment entity type-investment entity value pair. |
   | Name | Unique name of the investment. |
   [Table 1. Investment form]

   {#create-investment__table_xjg_gl2_phb} {#create-investment__create-investment-form-fill}
{#create-investment__create-investment-form-fill}
4. Click Submit.

## What to do next

* [Add a business
  case](https://www.servicenow.com/docs/EyxLOzPy~xWpmrZuH_6A3Q "Add a business case for an investment to define its business needs and goals.") to define the business needs of the investment.
* [Request funds](https://www.servicenow.com/docs/00OBdvQMDIGl25SCDFxckA "Request funds from a funding source for your investment.") from a funding source.
* [Allocate funds](https://www.servicenow.com/docs/jmZFP2DK8A72A4OW_p4EBw "Allocate funds to investments based on your business goals and available funds.") from your available funds.
{#create-investment__ul_uql_nkn_xhb}
* **[Add a business case for an investment](https://www.servicenow.com/docs/EyxLOzPy~xWpmrZuH_6A3Q)**   
  Add a business case for an investment to define its business needs and goals.

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