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Investment Funding administration › Investment Funding › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create an investment entity

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 All > Investment Funding > Setup > Investment 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.

FieldDescription
NameUnique name of the investment entity.
ActiveOption for indicating the status of the investment entity. You can create investments only for active investment entities.
DescriptionShort description of the investment entity.
When the **Generic** option is not selected:
FieldDescription
TableTransaction table on which funding is enabled.
ConditionCondition 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 fieldAny 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.
When the **Generic** option is selected:
FieldDescription
Owner tableUser 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.

  1. 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, a project can request from a program, and a program can request from a portfolio.

  2. Add the entities to the Fundable entities list.

    If no value is selected, all entities are considered to be enabled for funding.

  3. Click Submit.

What to do next

Parent Topic:Investment Funding administration