---
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


---

# Access investments directly from an investment target

# Access investments directly from an investment target {#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

Create a related link to go directly to the My Funds page from an investment
target.

## Antes de Iniciar

Role required: sn_invst_pln_v2.investment_admin

## Procedimento

1. Navigate to AllInvestment FundingSetupInvestment Entities.
2. Open an investment entity for which you want to create a related link.
3. On the form, click the Create Funding Artifacts related link.
4. In the dialog box, select the Create related link for requesting/funding on the form option, and click OK.
5. Click OK.

## Resultado

The Add/View Investments related link appears on the form of the investment target for direct navigation to the My Funds page.