Investments › Main Properties (Investment) › Edit General Information (Investment)

Edit General Information (Investment)

Use the properties main general page to view or edit general information.

Follow these steps:

1. Open the investment.

   The properties page appears.

2. Complete the following fields:

   <Investment> Name

   Defines the name of the investment.

   <Investment> ID

   Defines the unique identifier for the investment.

   Description

   Defines the investment detailed description.

   Limit: 762 characters

   Active

   Specifies if the investment is active. Activate the investment to allow resources to view investments in portfolios and in any capacity planning portlet.

   Default: Selected

   Goal

   Defines the goal for the investment that aligns it with the main corporate strategy. Select a goal from the drop-down. Your organization defines the values and your CA Clarity PPM administrator sets them.

   This metric is used in portfolio analysis when you use comparable goal criteria across all portfolio investments.

   Alignment

   Indicates how the investment aligns with the organization business goal. The higher the value, the stronger the alignment. The metric is used in portfolio analysis for comparable business alignment criteria across all portfolio investments.

   Enter a numeric value. When saved, one of the following stoplight symbols displays:

   • Red stoplight. Score from 0 to 33 are not aligned.
   • Yellow stoplight. Score from 34 to 67.
   • Green stoplight. Score from 68 to 100 are aligned.

   Status

   Indicates the status of the investment.

   Values: Approved, Rejected, Unapproved

   Default: Unapproved

   Status Indicator

   Displays a graphical representation of the status. For example, if the status is "Approved," you can visually represent the status as a Green stoplight.

   Values: Red, Yellow, and Green. When saved, the selection displays as a stoplight symbol.

   Stage

   Defines the stage in the investment lifecycle. The list of choices is company-specific and depends on the values that your administrator sets.

   The metric is used in portfolio analysis when you use comparable stage criteria across all portfolio investments.

   Priority

   Indicates the relative importance to the organization business goal. The metric is used in portfolio analysis when you use comparable priority criteria across all portfolio investments.

   Limit: zero (low) to 36 (high).

   Default: 10

   Progress

   Indicates the progress of the investment.

   Values:

   • Completed
   • Not Started
   • Started

   Default: Not Started

   Required

   Indicates if the investment is included in scenario selection criteria. The option is used for portfolio scenario constraints to pin required investments. Select the check box to include in scenario selection criteria.

3. In the OBS section, associate an OBS to the investment.
4. Save your changes.