---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Investment Funding administration

# Investment Funding
administration {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
The Investment Funding application
requires you to do some initial administrative tasks for it to be fully functional.
* **[Fiscal calendar setup for Investment Funding](https://servicenow-prod.fluidtopics.net/S7uH~_q3gaKfaw8vkBxtoQ)**   
  The Fiscal calendar setup you choose determines the fiscal periods used by your organization to request or allocate funds.
* **[Set Investment Funding preferences](https://servicenow-prod.fluidtopics.net/QhM8uVNj0EaBsTSlX3y47A)**   
  As an administrator, you can set global defaults for Investment Funding preferences, which affect the funding behavior.
* **[Create an investment entity](https://servicenow-prod.fluidtopics.net/YB6XonZqEMYW4R2fRSnAWw)**   
  Create an entity for investments through which you can receive or allocate funds.