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

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Investment Funding administration

# Investment Funding
administration {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
The Investment Funding application
requires you to do some initial administrative tasks for it to be fully functional.
* **[Fiscal calendar setup for Investment Funding](https://www.servicenow.com/docs/Op5pmQCvO9izNQhw8INZKQ)**   
  The Fiscal calendar setup you choose determines the fiscal periods used by your organization to request or allocate funds.
* **[Set Investment Funding preferences](https://www.servicenow.com/docs/U5hvgFwO3vdtQmOXFe5emw)**   
  As an administrator, you can set global defaults for Investment Funding preferences, which affect the funding behavior.
* **[Create an investment entity](https://www.servicenow.com/docs/X9Ma15emD8nDAaqfK4DMgQ)**   
  Create an entity for investments through which you can receive or allocate funds.