---
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


---

# Components installed with Investment Funding

# Components installed with 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

Several types of components are installed with activation of the Investment Funding (sn_invst_pln) plugin, including tables and user
roles.
Nota:  
The Application Files table lists the components that are installed with this application. For instructions on how to access this table, see [Find components installed with an
application](https://www.servicenow.com/docs/access?context=find-components&version=australia&pubname=australia-platform-administration&ft:locale=en-US).

Demo data is available for this feature.

## Roles installed with Investment Funding {#installed-with-investment-funding__section_wly_yyh_wdb}

{#installed-with-investment-funding__table_u1t_gb1_wdb__entry__3}

| Role title \[name\] | Description | Contains roles |
|-|-|-|
| Investment admin \[sn_invst_pln_v2.investment_admin\] | Creates investment entities and sets up preferences and fiscal calendar. | fiscal_calendar_admin |
| Investment planner \[sn_invst_pln_v2.investment_planner\] | Manages top investment, investment entities, and records associated with investment entities. | investment_user |
| Investment user \[sn_invst_pln_v2.investment_user\] | Manages investments and funds. Nota: Users with this role can perform create, read, update, and delete operations on all cost and benefit plans. | fiscal_calendar_user |
[ ]

{#installed-with-investment-funding__table_u1t_gb1_wdb}

## Tables installed with Investment Funding {#installed-with-investment-funding__section_s1x_dzh_wdb}

{#installed-with-investment-funding__table_fbz_45z_vdb__entry__2}

| Table | Description |
|-|-|
| Business Case \[business_case\] | Stores business cases for investments. |
| Fund Request \[sn_invst_pln_invst_funding_base_request\] | Stores fund request details. |
| Funding \[sn_invst_pln_invst_funding_base_fund\] | Stores fund details. |
| Funding Base \[sn_invst_pln_invst_funding_base\] | Base table for funding and requests. |
| Funding Base Breakdown \[sn_invst_pln_invst_funding_base_breakdown\] | Stores the breakdown of funding base records. |
| Funding Configuration \[sn_invst_pln_invst_funding_configuration\] | Stores funding configuration details. |
| Investment Entity \[sn_invst_pln_invst_funding_entity\] | Stores investment entity types. |
| Funding State \[sn_invst_pln_invst_funding_state\] | Stores different states of a funding. |
| Investment \[sn_invst_pln_invst_investment\] | Stores investment details. |
[ ]

{#installed-with-investment-funding__table_fbz_45z_vdb}

