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

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Add a business case for an investment

# Add a business case for an investment {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura

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

## Antes de Iniciar

Role required: sn_invst_pln_v2.investment_user

## Por Que e Quando Desempenhar Esta Tarefa

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.

## Procedimento

1. Navigate to AllInvestment FundingMy 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.  
   {#add-business-case__table_xtd_55m_h3b__entry__2}

   | 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. {#add-business-case__ul_d4g_vk4_h3b} |
   [Tabela 1. Add Business case form]

   {#add-business-case__table_xtd_55m_h3b} {#add-business-case__table_g2z_5th_fdc__entry__2}

   | Field | Description |
   |-|-|
   | Description | Description of the business case supporting the investment. |
   | Enablers | Key enablers for the investment. |
   | Barriers | Major barriers to the investment. |
   | Assumptions | Assumptions made for the investment that help to determine the scope and risks, and fine-tune the time and cost estimates. |
   [Tabela 2. Business case tab section of the Add Business case form]

   {#add-business-case__table_g2z_5th_fdc} {#add-business-case__table_ikp_5th_fdc__entry__2}

   |   |   |
   |-|-|
   | In scope | Scope of the investment, which includes a set of boundaries that define the extent of the investment. |
   | Out of scope | Activities that are not in the scope of the investment. |
   | Risk of performing | Risks associated with the investment if it is carried out. |
   | Risk of not performing | Risks associated with the investment if it is not carried out. |
   [Tabela 3. Scope section of the Add Business case form]

   {#add-business-case__table_ikp_5th_fdc}
5. Click Submit.
{#add-business-case__steps_u5d_trp_yhb}