---
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


---

# Plan fund allocations for investments

# Plan fund allocations for investments {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Plan your fund allocations if you aren't yet ready to finalize the allocation of your funds.

## Before you begin

Role required: sn_invst_pln_v2.investment_user

## About this task

Keep investments in the planning stage if you aren't yet ready to allocate the funds. For example, you might want to wait to determine whether you require additional funds to meet the needs of all your investments.

If
you plan to allocate additional funds to an investment beyond the received funds, a warning message is displayed in the
Totals
row
indicating that you are overallocating. The additional fund amount is then deducted from the buffer amount set in your funding preferences. For more information on setting up overallocation of funds, see the [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.") topic. If you plan to allocate beyond the available fund plus the buffer amount, an error message indicates that new funds can't be submitted for
allocation.

You can plan fund allocations only according to the funding frequency configured in
the [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.").

## Procedure

1. Navigate to AllInvestment FundingMy Funds.
2. Select an investment card to open an active investment that has funds that you plan to allocate to other investments.  
   If you want to open a different investment, access the drop-down menu next to the name of the currently displayed investment. Either search for another investment by entering its name in the Search My Investments field or choose it from the five most recently visited investments.
3. Select the Allocate Funds tab.
4. Select a working period and select Apply.  
   * If you have allocated funds earlier or there are incoming fund requests, those investments are listed in the Allocate Funds list.
   * You can filter for pending (planning and requested) investments by clicking the filter icon (![Icon to filter pending investments]()).
   {#plan-fund-allocations-for-investments__ul_j2d_n2s_msb}
5. In the Allocate Funds list, select the incoming requests to which you're planning to allocate funds.
6. Select Plan.

## Result

* Funds allocations are planned for the selected investments for the specified period.
* The state of all updated investments changes to Planning, which is indicated by highlighted cells.
* The amount remaining after planning your allocations is displayed in the Left after planning row.
{#plan-fund-allocations-for-investments__ul_qxp_3lr_tjb}

## What to do next

[Allocate funds to planned
investments](https://servicenow-prod.fluidtopics.net/jmZFP2DK8A72A4OW_p4EBw "Allocate funds to investments based on your business goals and available funds.")

*[\>]: and then