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You can build a power filter associated with an investment. For example, build a filter that filters for projects within a given branch of an OBS. You can then reevaluate the expression against any newly added projects. Once you build a power filter for an investment type, you can view the results of the expression before adding them to the portfolio. The investments that match the selected investment type and meet the conditions of the power filter display in the Current Matching Investments section of the view matching investments page.
This page only lists the investments to which you have access rights and that are not also marked for deletion. This page only displays investments of one type at any given time.
To view the matching investments page from the portfolio contents page, select the check box next to the investment type, and click View Matching Investments.
To view a list of investments that have been added to CA Clarity PPM after you last synchronized matching investments, click Synchronize.
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