Retire Investments

You can retire or decommission your investment once it has been completed and no further work is being done. Retiring an investment with dependencies on other investments (parent or child investment), dynamically adjusts the child investment allocation by the retire investment finish date.

When you set the parent investment finish date, the child investment costs that occur after that date are not rolled up to the parent investment.

Follow these steps:

Open the investment.
The properties page appears.
Open the Hierarchy menu and click Parents.
Verify if the investment is allocated as a child to another investment.
If the investment is a child of other investments, work out a transition plan with each of the parent investment managers. If necessary, replace the investments that depend on this investment with other investments.
Open the Properties menu and click Schedule.
The schedule properties page appears.
Set the Finish date to the date you want the investment to retire.
Click Save.