---
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


---

# Create a top-level investment

# Create a top-level 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

Create a top-level investment for the investment entity record for which you want to
receive and allocate funds.

## Antes de Iniciar

Role required: sn_invst_pln_v2.investment_planner

## Por Que e Quando Desempenhar Esta Tarefa

A top-level investment does not have a source investment or source investment entity.
Once created, a top-level investment cannot be converted to a normal investment
later.

## Procedimento

1. Navigate to AllInvestment FundingTop level Investments.
2. Click New.
3. On the form, fill in the fields.  
   {#create-top-level-investment__table_xjg_gl2_phb__entry__2}

   | Field | Description |
   |-|-|
   | For | Investment entity record to associate with the investment. To access the records associated with an entity, select an investment entity in the list on the left. The list on the right then displays the records associated with the selected entity. You can create only one top-level investment for an investment entity type-investment entity value pair. Nota: When you select the Generic Bucket entity option, the list to select the associated entity record is disabled. |
   | Owner | User who will own the top-level investment. This field is set to the Owner field value determined while creating the selected investment entity. |
   | Name | Unique name of the investment. |
   | Top investment | Option that indicates that this is a top-level investment. This setting cannot be changed. |
   [Tabela 1. New Top level Investment form]

   {#create-top-level-investment__table_xjg_gl2_phb}
4. Click Create.

## O que Fazer Depois

* [Fund a top-level investment](https://servicenow-prod.fluidtopics.net/ZknhfHcaML6tmRNd976bYw "Allocate funds to a top-level investment so that the investment owner can distribute funds further.") to meet the business goals.
* [Create a business
  case](https://servicenow-prod.fluidtopics.net/WkBxQT4T6skquwqwHFMXWA "Add a business case for an investment to define its business needs and goals.") to define the business need of the investment.
{#create-top-level-investment__ul_icl_whv_qhb}
* **[Fund a top-level investment](https://servicenow-prod.fluidtopics.net/ZknhfHcaML6tmRNd976bYw)**   
  Allocate funds to a top-level investment so that the investment owner can distribute funds further.