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Assign Investments to Incidents

CA Clarity PPM is often not the primary data source for incidents. You can use the XML Open Gateway to capture incidents from other systems and bring them into CA Clarity PPM. Often incidents are imported with incomplete investment data. The incidents can have individual effort entries not associated with an investment. In this case, you can assign a single investment to all such effort entries.

See the XML Open Gateway Developer Guide for more information.

Follow these steps:

  1. Open Administration, and from Data Administration, click Incidents.

    The setup page appears.

  2. Open Assign Investment and select the check box next to the incident to assign an investment.
  3. Click Assign.

    The investment is assigned to the incident.