Investments › Main Properties (Investment) › Approve Investments

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Approve Investments

The core decision to fund an investment and not fund another is fundamental to portfolio management. You can approve or reject the investment. Use CA Clarity PPM to track and manage both approved and unapproved investments.

Before you can approve an investment, verify that there are no initiated and running processes that have set the investment status to display-only.

Follow these steps:

  1. Open the investment.

    The properties page appears.

  2. Select Approved from the Status drop-down from the General section.

More Information:

Edit General Information (Investment)