---
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


---

# Fiscal calendar setup for Investment Funding

# Fiscal calendar setup for Investment Funding {#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

The Fiscal calendar setup you choose determines the fiscal periods used by your
organization to request or allocate funds.

Based on the fiscal calendar setup, you can then set the [funding frequency](https://servicenow-prod.fluidtopics.net/wtNLQh9gdwhlqyFRPjTsjg "As an administrator, you can set global defaults for Investment Funding preferences, which affect the funding behavior.")
that aligns with the funding cycles your organization uses, such as monthly or quarterly, for
fund requests and allocations.  
Nota:  
Once you allocate or request funds for investments for a fiscal period, you cannot change to another fiscal calendar type.

For information about fiscal calendars, see [Defining fiscal calendars](https://www.servicenow.com/docs/access?context=c_FiscalCalendar&version=australia&pubname=australia-platform-administration&ft:locale=en-US).

For information about how to generate a fiscal calendar, see [Generate a fiscal calendar](https://www.servicenow.com/docs/access?context=t_GenerateFiscalCalendar&version=australia&pubname=australia-platform-administration&ft:locale=en-US).