---
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


---

# Investment Funding administration

# Investment Funding
administration {#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 Investment Funding application
requires you to do some initial administrative tasks for it to be fully functional.
* **[Fiscal calendar setup for Investment Funding](https://servicenow-prod.fluidtopics.net/kk13HCiwOS5z1BXUMEZ3Kg)**   
  The Fiscal calendar setup you choose determines the fiscal periods used by your organization to request or allocate funds.
* **[Set Investment Funding preferences](https://servicenow-prod.fluidtopics.net/wtNLQh9gdwhlqyFRPjTsjg)**   
  As an administrator, you can set global defaults for Investment Funding preferences, which affect the funding behavior.
* **[Create an investment entity](https://servicenow-prod.fluidtopics.net/Umuzx1Or_EM84qtij7RsTQ)**   
  Create an entity for investments through which you can receive or allocate funds.