Components installed with Investment Funding

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Several types of components are installed with activation of the Investment Funding (sn_invst_pln) plugin, including tables and user roles.

    Note:
    The Application Files table lists the components that are installed with this application. For instructions on how to access this table, see Find components installed with an application.

    Demo data is available for this feature.

    Roles installed with Investment Funding

    Role title [name] Description Contains roles
    Investment admin

    [sn_invst_pln_v2.investment_admin]

    		 Creates investment entities and sets up preferences and fiscal calendar. fiscal_calendar_admin
    Investment planner

    [sn_invst_pln_v2.investment_planner]

    		 Manages top investment, investment entities, and records associated with investment entities. investment_user
    Investment user

    [sn_invst_pln_v2.investment_user]

    		 Manages investments and funds.
    Note:
    Users with this role can perform create, read, update, and delete operations on all cost and benefit plans.
    		 fiscal_calendar_user

    Tables installed with Investment Funding

    Table Description
    Business Case

    [business_case]

    		 Stores business cases for investments.
    Fund Request

    [sn_invst_pln_invst_funding_base_request]

    		 Stores fund request details.
    Funding

    [sn_invst_pln_invst_funding_base_fund]

    		 Stores fund details.
    Funding Base

    [sn_invst_pln_invst_funding_base]

    		 Base table for funding and requests.
    Funding Base Breakdown

    [sn_invst_pln_invst_funding_base_breakdown]

    		 Stores the breakdown of funding base records.
    Funding Configuration

    [sn_invst_pln_invst_funding_configuration]

    		 Stores funding configuration details.
    Investment Entity

    [sn_invst_pln_invst_funding_entity]

    		 Stores investment entity types.
    Funding State

    [sn_invst_pln_invst_funding_state]

    		 Stores different states of a funding.
    Investment

    [sn_invst_pln_invst_investment]

    		 Stores investment details.