Add a business case for an investment

Add a business case for an investment to define its business needs and goals.

Before you begin

Role required: sn_invst_pln_v2.investment_user

About this task

An investment can have only one business case.

When a business case is created on a demand or project record, the same is mapped to the corresponding investment record. And when a business case is created on an investment record, the same is mapped to the corresponding demand or project record. Cost plans and benefit plans associated with project or demand records are also mapped to the investment records.

Procedure

  1. Navigate to All > Investment Funding > My Funds.
  2. Open an investment to add the business case.
  3. On the Details tab, click the Create Business case related link.
    The related link is available only if a business case does not exist for the investment.
  4. In the Add Business case dialog box, provide information in the fields based on your business needs and goals for the investment.
    Table 1. Add Business case form
    Field Description
    Name Unique name of the business case.
    Investment type Type of the investment.
    Investment class Investment class category assigned to the investment:
    • Run: Investment made to sustain the existing business.
    • Change: Investment made to implement a change in the business.
  5. Click Submit.