Review the use of your funds

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 2 min. de leitura

    • Review the flow of your funds from your investment to other investments to make an informed decision when you allocate or request funds.

    Antes de Iniciar

    Role required: sn_invst_pln_v2.investment_user

    Por Que e Quando Desempenhar Esta Tarefa

    Reviewing the use of your funds enables you to see when an investment has not used funds, or whether the funds are still meeting the priorities of your business goals.
    Nota:
    The actual amount in your investment is the sum of the direct spends you entered and the total from all investments to which you had allocated funds. The correct actual amount is reflected only if the owners of those investments have entered the actual spends in their investments.

    You can view the difference between funds received and actuals (underspent or overspent amount) in the tree view cards. If the funds received amount is greater than the amount in the fund, the underspent amount is displayed in green. If the funds received amount is lesser than the amount in the fund, the overspent amount is displayed in red.

    You can configure which information should be displayed on the cards in the list view of Allocate Funds or View/Request Funds. For example, you can configure the list view to display only the Total Actuals amount.

    Users that the investment owner adds in the Viewable by field can also review the investment details. The owner of an investment that funds a particular investment is automatically added to the field list for that investment. For example, if a program investment receives funds from a portfolio investment, then the owner of the portfolio investment is added to the Viewable by field for the program investment.

    Procedimento

    1. Navigate to All > Investment Funding > My Funds.
    2. Click an investment card to open an active investment to review fund allocations.

      If you want to open a different investment, access the drop-down menu next to the name of the currently displayed investment. Either search for another investment by entering its name in the Search My Investments field or choose it from the five most recently visited investments.

    3. On the Allocate Funds tab, click the tree view icon (Tree view).
      Your investment and the investments that you funded directly display as cards in a hierarchical view. The number of child investments is displayed in the parent investment card. If there are more than 10 investment cards, you can access a compact card view.
    4. Click an investment to view its fund allocation to other investments.

      As you drill down to child investment cards, the clickable menu in the top-right corner displays the current level of the hierarchy.

    5. Opcional: Click the Actions menu and select View Investment to navigate to the investment grid.