---
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


---

# View past funding details

# View past funding details {#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

View the past funding details of your investments.

## Antes de Iniciar

Role required: sn_invst_pln_v2.investment_user

## Procedimento

1. Navigate to AllInvestment FundingMy Funds.
2. Click an investment card to open the investment for which you want to view the past funding details.  
   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. Click the Allocate Funds tab.
4. Right-click on a column on the grid, and select View Past Funding Details to view the funding details of your investments for past fiscal periods.  
   If you are not the owner of the investment but have been added in the
   Viewable by field of the investment, you can view
   the investments in read-only mode.  
   The graph displays the comparison between the total funds received and the total actuals for the fiscal periods in the past one year.
{#view-past-funding-details__steps_lth_bhj_tlb}