Fund a top-level investment

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 All > Investment Funding > Top 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.

   Table 1. Add fund form

   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.

5. Click Submit.

Result

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