View past funding details

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

    • View the past funding details of your investments.

    Before you begin

    Role required: sn_invst_pln_v2.investment_user

    Procedure

    1. Navigate to All > Investment Funding > My 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.