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Before you can analyze investments from within a portfolio, first define them in CA Clarity PPM. With sufficient access rights, portfolio managers can create investments—projects, programs, applications, assets, products, services, ideas, and other work. You create investments by importing them from another system of record into CA Clarity PPM or by creating them individually.
When you create an investment, you define the general, financial, and organization breakdown structure (OBS) properties. You can also establish the investment prioritization and scoring metrics for portfolio management, such as the investment planned cost and planned benefit. You can also define the risks, NPV, ROI, and alignment with corporate strategies. These properties help portfolio managers identify which investments are able to be shelved or removed based on spending restrictions during the budgeting process.
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