---
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


---

# Activate investment entities for planning items

# Activate investment entities for planning items {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Activate the investment entitied for Demands, Projects, and Epics to view portfolio financials.

## Before you begin

Role required: admin

## Procedure

1. Navigate to AllSystem DefinitionTables.
2. Filter the name field to locate and open the Investment Entity \[sn_invst_pln_invst_funding_entity\] table.
3. Select the Show List Related Link.
4. Set the Active field to true for Demand and Project fields.  
{#fin-activate-investment-entities-ppw__steps_z5h_gfm_zdc}

*[\>]: and then