---
title: Investment Budget form
description: Use the Investment Budget form to allocate budget for a demand for each fiscal period.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/demand-management/investment-budget-form.html
release: australia
product: Demand Management
classification: demand-management
topic_type: reference
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Demand Management forms, Reference, Demand Management, Project Portfolio Management, Strategic Portfolio Management]
---

# Investment Budget form

Use the Investment Budget form to allocate budget for a demand for each fiscal period.

<table id="table_kwl_fkp_2dc"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Amount

</td><td>

Enter the budget amount.

</td></tr><tr><td>

Fiscal period

</td><td>

Select the fiscal period to allocate the budget.

</td></tr><tr><td>

Investment

</td><td>

Select the planning item to allocate this budget.The existing budget is selected by default.

</td></tr><tr><td>

Expense type

</td><td>

Select expense type from the list.-   Select **Capex** to allocate your budget to capital expenses.
-   Select Opex to allocate your budget to operational expenses.

</td></tr></tbody>
</table>**Parent Topic:**[Demand Management forms](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/demand-management/demand-management-forms.md)