To view main properties, open an investment. The Summary page appears by default. You can also access other properties pages by clicking the links from the content menu.
This page includes: Application Name, Application ID, Description, Manager, Category, Platform, Technology, Version, Status, Progress, Work Status, Stage, Start Date, and Finish Date.
This page includes: Asset Name, Asset ID, Description, Manager, Category, Status, Progress, Work Status, Stage, Start Date, and Finish Date.
This page includes: Subject, Idea ID, Idea Type, Idea Category, Idea Priority, Fast Track checkbox, Objective, Status, Progress, Work Status, Requestor, Business Owner, Manager, Start Date, and Finish Date.
For information about how Fast Track affects the Idea Review process, see How to Work with the Idea Review Process.
This page includes: Other Work Name, Other Work ID, Description, Manager, Category, Status, Progress, Stage, Start Date, and Finish Date.
This page includes: Product Name, Product ID, Description, Manager, Category, Version, Status, Progress, Work Status, Stage, Start Date, and Finish Date.
This page includes: Service Name, Service ID, Description, Manager, Status, Progress, Work Status, Stage, Start Date, and Finish Date.
This page is only available for Ideas. The Description page includes: Description, Impact on Existing Initiatives, Dependencies, Risks, Benefit Description, and General Notes.
This page is organized into the following sections: Schedule and Performance. This page is not available for Ideas.
This section includes: Start Date, Finish Date, Status Indicator, and Priority.
This section includes: Actuals, ETC, EAC, Number of Incidents, Incident Actual Effort, Incident Actual Cost, and Incident Currency. Information about incidents is not available for Services.
This page is organized into the following sections: Alignment and Risk and Alignment Factors.
This section includes: Business Alignment, Risk, Goal, and Required check box.
This section includes: Corporate Priority, Business Unit Priority, Regulatory Compliance, Architectural Fit, Commercial Value, and Technology Compliance.
For information about the Business Alignment that is installed with the PMO Accelerator, see About Business Alignment and Status Reports.
This page is organized into the following sections: Financial Investment Rate Options and Financial Plan Summary.
This section includes: Use System Total Cost of Capital Rate check box, System Total Cost of Capital Rate, Override Total Cost of Capital Rate, Initial Investment, Use System Reinvestment Rate check box, System Reinvestment Rate, and Override Reinvestment Rate.
This section includes: Calculate Financial Metrics check box, Planned Cost, Planned Capital Cost, Planned Capital %, Planned Operating Cost, Planned Operating %, Planned Cost Start, Planned Cost Finish, Planned Benefit, Planned Benefit Start, Planned Benefit Finish, Planned NPV, Planned ROI, Planned Breakeven, Planned IRR, Planned MIRR, Planned Payback Period (Months), Currency, Budget equals Planned check box, Budgeted Cost, Budgeted Capital Cost, Budgeted Capital %, Budgeted Operating Cost, Budgeted Operating %, Budgeted Cost Start, Budgeted Cost Finish, Budgeted Benefit, Budgeted Benefit Start, Budgeted Benefit Finish, Budgeted NPV, Budgeted ROI, Budgeted Breakeven, Budgeted IRR, Budgeted MIRR, Budgeted Payback Period (Months).
This page contains all of the investment settings organized into the following sections: General, Time and Staff, Financial, Labor Transaction Matrix, Material Transaction Matrix, Equipment Transaction Matrix, and Expense Transaction Matrix.
This section includes: Dashboard View and Active check box.
This section includes: Track Mode, Open for Time Entry check box, and Default Resource OBS Unit.
This section includes: Billing Currency, Department, Location, Charge Code, Financial Status, Cost Type, WIP Class (except Ideas), Investment Class (except Ideas), and Set Planned Cost Dates check box.
These sections include: Rate Source, Cost Source, and Exchange Rate Type. These sections are not available for Ideas.
Note: You can secure the Settings page and control which users are allowed to change investment settings.
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