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Enter actual spends for an investment

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Enter actual spends for an investment

Enter actual spends for your investments to track fund utilization.

Before you begin

Role required: investment_user

About this task

You can use funds in your investments to execute business activities or allocate funds to other investments to meet business goals. You can record the amount spent as actual spends ("actuals") in the respective investment. Tracking actuals enables you to do the following:
  • Track where and how you spent your funds.
  • Add up to the parent investment actuals.

Procedure

  1. Navigate to Investment Funding > My Investments.
  2. In the Investments owned by me tab, open an investment for which you want to enter actuals.
  3. Click the Request Funds tab.
  4. Select a working period and click Apply.
  5. In the Request Funds list, specify the actual amount spent under the Actual CapEx and Actual OpEx columns for your investments.
    Note: If you do not see the Actual CapEx and Actual OpEx columns in the list, click the configuration icon (Configuration icon) and select them.

Result

  • The entered amount is updated as actual funds spent through the investment.
  • The amount rolls-up to its parent investment, which in turn rolls-up until the top-level investment.
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