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About Investment Types

You can define and include in the following investment types in your investment portfolio:

• Project. Use to capture data specific to the existing projects or future projects within your organization.

  See the Project Management User Guide for more information.

• Program. Use to capture data specific to the existing programs or future programs within your organization. A program is considered as a project.

  See the Project Management User Guide for more information.

• Application. Use to capture data specific to the applications running or being implemented within your organization.
• Asset. Used to capture data specific to the assets which incur costs and benefits for your organization.
• Product. Use to capture data specific to the products produced or owned by your organization.
• Idea. Use to capture data specific to the ideas being considered for implementation by your organization.

  See the Demand Management User Guide for more information.

• Service. Use to capture data specific to the services provided by your organization.

  See the IT Service Management User Guide for more information.

• Other Work. Used to capture data specific to steady-state work performed by CA Clarity PPM resources. Other work can represent overhead tasks such as management and maintenance. Use this investment type to catalog the investments that are incurring costs and benefits and are not projects, assets, applications, ideas, services, or products. Other Work represents work essential for including in your investment portfolio.

More information:

Investment Creation