Create an investment

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Create an investment to fund a target.

    Before you begin

    Role required: sn_invst_pln_v2.investment_user

    Procedure

    1. Navigate to All > Investment Funding > My Funds.
    2. Click New.
    3. On the form, fill in the fields.
      Table 1. Investment form
      Field Description
      For

      Investment entity record to associate with the investment. To access the records associated with an entity, select an investment entity in the list on the left. The list on the right then displays the records associated with the selected entity.

      Note:
      You can create only one top-level investment for an investment entity type-investment entity value pair.
      Name Unique name of the investment.
    4. Click Submit.

    What to do next