Add a business case for an investment
-
- UpdatedAug 1, 2024
- 2 minutes to read
- Xanadu
- Investment Funding
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