---
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


---

# Reject a fund request

# Reject a fund request {#ariaid-title1}

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

You can reject an incoming fund request based on your business priorities or if you don't have sufficient funds.

## Before you begin

Role required: sn_invst_pln_v2.investment_user

## Procedure

1. Navigate to AllInvestment FundingMy Funds.
2. Open an active investment.  
   If you want to open a different investment, access the drop-down menu next to
   the name of the currently displayed investment. Either search for another
   investment by entering its name in the Search My Investments field or choose it from the five most recently
   visited investments.
3. Select the Allocate Funds tab.
4. Select a working period and select Apply.
5. Select an investment from the Allocate Funds grid.
6. Select the Allocate Funds drop-down list and select Reject.
7. **Optional:** Select an investment, and click Clear from the Allocate Funds drop-down list to remove the planning-state funding requests that are for past funding periods or non-editable funding periods from your list.

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