Create an investment entity

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

    • Create an entity for investments through which you can receive or allocate funds.

    Before you begin

    Role required: sn_invst_pln_v2.investment_admin

    Procedure

    1. Navigate to All > Investment Funding > Setup > Investment Entities.
    2. Click New.
    3. On the form, fill in the fields.
      Note:
      The Entity tab in the form is replaced by the Owner tab when the Generic option is selected.
      Table 1. Investment Entity form
      Field Description
      Name

      Unique name of the investment entity.
      Active

      Option for indicating the status of the investment entity.

      You can create investments only for active investment entities.
      Description

      Short description of the investment entity.

      When the Generic option is not selected:

      Table 2. Entity tab
      Field Description
      Table Transaction table on which funding is enabled.
      Condition

      Condition to filter data from the table enabled for funding.

      For example, you could enable funding for the Project table and add a filter condition to list only projects that are in the Ready state.
      Owner field

      Any user field in the transaction table mapped to the investment owner field.

      The user on the mapped field is automatically assigned as the investment owner when you are creating an investment.

      For example, for a Project investment entity, you could map the Project manager field as the investment owner field.

      When the Generic option is selected:

      Table 3. Owner tab
      Field Description
      Owner table

      User table mapped as the investment owner field.
      Owner filter

      Condition to filter users that are listed in the Owner field in the Investment form to select the investment owner.

      For example, for a Project investment entity, you could create a filter to list only users with the Project manager role.

      By default, the Active is true filter is set, which means that only active users are listed for selection.
    4. Optional: Click the Unlock fundable entities icon to enable the selection of entities that can be funded by the current entity.

      For example, a portfolio entity can fund a program, a program can fund a project, a project can request from a program, and a program can request from a portfolio.

    5. Optional: Add the entities to the Fundable entities list.

      If no value is selected, all entities are considered to be enabled for funding.

    6. Click Submit.

    What to do next