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Create an investment

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Create an investment

Create an investment to fund a target.

Before you begin

Role required: investment_user

About this task

Note: For a specific target, you can create only one investment.


  1. Navigate to Investment Funding > My Investments.
  2. Click New.
  3. On the form, fill in the fields.
    Table 1. Investment form
    Field Description
    Target type Funding entity, such as Business Unit, Epic, or Portfolio, to associate with the investment for funding.
    Target One of the funding entity values to fund through the investment, for example, Human Resources business unit, Mobile Dashboard epic, or IT Transformation portfolio.
    Note: You can create only one investment for a target type-target pair.
    Name Unique name for the investment.
  4. Click Submit.

What to do next