Create a top-level investment

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

    • Create a top-level investment for the investment entity record for which you want to receive and allocate funds.

    Before you begin

    Role required: sn_invst_pln_v2.investment_planner

    About this task

    A top-level investment does not have a source investment or source investment entity. Once created, a top-level investment cannot be converted to a normal investment later.

    Procedure

    1. Navigate to All > Investment Funding > Top level Investments.
    2. Click New.
    3. On the form, fill in the fields.
      Table 1. New Top level Investment form
      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.

      You can create only one top-level investment for an investment entity type-investment entity value pair.

      Note:
      When you select the Generic Bucket entity option, the list to select the associated entity record is disabled.
      Owner

      User who will own the top-level investment.

      This field is set to the Owner field value determined while creating the selected investment entity.
      Name Unique name of the investment.
      Top investment Option that indicates that this is a top-level investment. This setting cannot be changed.
    4. Click Create.

    What to do next