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

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Create an investment entity

# Create an investment entity {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create an entity for investments through which you can receive or allocate
funds.

## Before you begin

Role required: sn_invst_pln_v2.investment_admin

## Procedure

1. Navigate to AllInvestment FundingSetupInvestment Entities.
2. Click New.
3. On the form, fill in the fields.  
   Note:  
   The Entity tab in the form is replaced by the Owner tab when the Generic option is selected.
   {#create-funding-entity__table_mng_sgd_phb__entry__2}

   | Field | Description |
   |-|-|
   | Name | Unique name of the investment entity. |
   | Active | Option for indicating the status of the investment entity. You can create investments only for active investment entities. |
   | Description | Short description of the investment entity. |
   [Table 1. Investment Entity form]

   {#create-funding-entity__table_mng_sgd_phb}

   When the Generic option is not selected:
   {#create-funding-entity__table_m3x_bzd_5jb__entry__2}

   | Field | Description |
   |-|-|
   | Table | Transaction table on which funding is enabled. |
   | Condition | Condition to filter data from the table enabled for funding. For example, you could enable funding for the Project table and add a filter condition to list only projects that are in the Ready state. |
   | Owner field | Any user field in the transaction table mapped to the investment owner field. The user on the mapped field is automatically assigned as the investment owner when you are creating an investment. For example, for a Project investment entity, you could map the Project manager field as the investment owner field. |
   [Table 2. Entity tab]

   {#create-funding-entity__table_m3x_bzd_5jb}

   When the Generic option is selected:
   {#create-funding-entity__table_zzw_dzd_5jb__entry__2}

   | Field | Description |
   |-|-|
   | Owner table | User table mapped as the investment owner field. |
   | Owner filter | Condition to filter users that are listed in the Owner field in the Investment form to select the investment owner. For example, for a Project investment entity, you could create a filter to list only users with the Project manager role. By default, the Active is true filter is set, which means that only active users are listed for selection. |
   [Table 3. Owner tab]

   {#create-funding-entity__table_zzw_dzd_5jb}
4. **Optional:** Click the Unlock fundable entities icon to enable the selection of entities that can be funded by the current entity.  
   For example, a portfolio entity can fund a program, a program can fund a
   project, and a project can request from a program. Similarly, a program can request from a portfolio.
5. **Optional:** Add the entities to the Fundable entities list.  
   If no value is selected, all entities are considered to be enabled for
   funding.
6. Click Submit.

## What to do next

* Create funding artifacts to [create a
  business rule to synchronize investment and investment entity
  owners](https://www.servicenow.com/docs/xUHCjuJhWSDuJHl590q3DQ "Create a business rule for an investment entity that synchronizes the investment owner with the investment entity owner. If you update the name of the investment entity owner, the owner of the corresponding investment and the Viewable by field for the investment is automatically updated.") or to [add a
  related link on the investment target form](https://www.servicenow.com/docs/W5Ox2mVaTrXF0~KePsEjSA "Create a related link to go directly to the My Funds page from an investment target.").
* Create [a
  top-level investment](https://www.servicenow.com/docs/SqamFy_aQ_SpVBPog6YDfQ "Create a top-level investment for the investment entity record for which you want to receive and allocate funds.") or [an investment](https://www.servicenow.com/docs/lTHS6kSEIak_K0H5jCssKA "Create an investment to fund a target.") for an investment entity.
{#create-funding-entity__ul_kbb_w4l_b3b}
* **[Enable investment and investment entity owner sync](https://www.servicenow.com/docs/xUHCjuJhWSDuJHl590q3DQ)**   
  Create a business rule for an investment entity that synchronizes the investment owner with the investment entity owner. If you update the name of the investment entity owner, the owner of the corresponding investment and the Viewable by field for the investment is automatically updated.
* **[Access investments directly from an investment target](https://www.servicenow.com/docs/W5Ox2mVaTrXF0~KePsEjSA)**   
  Create a related link to go directly to the My Funds page from an investment target.

*[\>]: and then