---
title: Create an investment
description: Create an investment to fund a target.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/investment-funding/create-investment.html
release: australia
product: Investment Funding
classification: investment-funding
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Investment Funding, Strategic Portfolio Management]
---

# Create an investment

Create an investment to fund a target.

## Before you begin

Role required: sn\_invst\_pln\_v2.investment\_user

## Procedure

1.  Navigate to **All** > **Investment Funding** > **My Funds**.

2.  Click **New**.

3.  On the form, fill in the fields.

<table id="table_xjg_gl2_phb"><thead><tr><th>

Field

</th><th>

Description

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

For

</td><td>

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.

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

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

Name

</td><td>

Unique name of the investment.

</td></tr></tbody>
</table>4.  Click **Submit**.


## What to do next

-   [Add a business case](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/investment-funding/add-business-case.md) to define the business needs of the investment.
-   [Request funds](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/investment-funding/request-funds-for-investment.md) from a funding source.
-   [Allocate funds](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/investment-funding/allocate-funds-to-investment.md) from your available funds.

-   **[Add a business case for an investment](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/investment-funding/add-business-case.md)**  
Add a business case for an investment to define its business needs and goals.

**Parent Topic:**[Investment Funding](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/investment-funding/investment-funding-overview.md)