Plan fund allocations for investments

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

    • Plan your fund allocations if you are not yet ready to finalize the allocation of your funds.

    Before you begin

    Role required: sn_invst_pln_v2.investment_user

    About this task

    Keep investments in the planning stage if you are not yet ready to allocate the funds. For example, you might want to wait to determine whether you require additional funds to meet the needs of all your investments.

    If you plan to allocate funds to an investment that are in addition to the received funds, a warning message is displayed in the Totals row indicating that you are overallocating, and the additional fund amount will be deducted from the buffer amount set in your funding preferences. For more information on setting up overallocation of funds, see the Set Investment Funding preferences topic. If you plan to allocate beyond the available fund plus the buffer amount, an error message indicates that new funds cannot be submitted for allocation.

    You can plan fund allocations only according to the funding frequency configured in the Investment Funding Preferences.

    Procedure

    1. Navigate to All > Investment Funding > My Funds.
    2. Click an investment card to open an active investment that has funds that you plan to allocate to other investments.

      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. Select a working period and click Apply.
      • If you have allocated funds earlier or there are incoming fund requests, those investments are listed in the Allocate Funds list.
      • You can filter for pending (planning and requested) investments by clicking the filter icon (Icon to filter pending investments).
    5. In the Allocate Funds list, select the incoming requests to which you are planning to allocate funds.
    6. Click Plan.

    Result

    • Funds allocations are planned for the selected investments for the specified period.
    • The state of all updated investments changes to Planning, which is indicated by highlighted cells.
    • The amount remaining after planning your allocations is displayed in the Left after planning row.

    What to do next

    Allocate funds to planned investments