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Create a top-level investment

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Create a top-level investment

Create a top-level investment for a target so that you can receive and allocate funds.

Before you begin

Role required: investment_planner

About this task

A top-level investment does not have a source investment or source funding entity. Once created, a top-level investment cannot be converted to a normal investment later.

Procedure

  1. Navigate to Investment Funding > Top level Investments.
  2. Click New.
  3. On the form, fill in the fields.
    Table 1. New Top level Investment form
    Field Description
    Name Unique name for the investment.
    Target type
    A funding entity to associate with the investment for funding, for example, Business Unit, Epic, or Portfolio.
    Note: If you leave the target type and a target in a top-level investment empty, then a generic investment is created.
    Target
    One of the funding entity records to associate with the investment, for example, Human Resources business unit, Mobile Dashboard epic, or IT Transformation portfolio.
    Note: You can create only one top-level investment for a target type-target pair.
    Note: If you leave the target type and a target in a top-level investment empty, then a generic investment is created.
    Owner

    User who would own the top-level investment.

    The Owner field set up in the selected funding entity determines the value in this field.

    Top investment Indicator to differentiate a top-level investment from a normal investment.
  4. Click Create.

What to do next

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