Investments › Investment Overview › How to Manage Investments

How to Manage Investments

The investment list page displays a list of all the approved and unapproved investments of that type. You have view, edit, or delete access rights to these investments.

From the list page, you can do the following:

• Create investments.
• Edit investment properties, such as general, schedule, and budget.
• Manage investment hierarchies.
• Manage investment teams.

You can delete an investment if it has no associated transactions (posted or unposted).

You can filter, sort, and reconfigure this list page. Investments are sorted in ascending order by name. You can also save and use filters, build and use power filters, delete filters, and sort lists.

See the CA Clarity Basics User Guide for more information.