Investments › Investment Creation › Create Investments

Create Investments

Use the create page to define your investment general, financial, and OBS properties. The fields that display on this page are the same fields that display on the properties main general page once you save the new investment.

The create page is configurable and can contain custom fields. You automatically acquire the implicit right to edit the investments you create. The investments you create are automatically added as unapproved investments to the default portfolio.

Follow these steps:

1. Open Home, and from Portfolio Management, click the type of investment you want to create.

   The list page for that investment type appears.

2. Click New.

   The create page appears.

3. Complete the following fields:

   <Investment> Name

   Defines the name of the investment.

   <Investment> ID

   Defines the investment unique ID across all investments. If auto-numbering is configured, then this field is pre-populated and is read-only.

   Limit: 20 characters

   Status

   Indicates the status of the investment.

   Values: Approved, Rejected, Unapproved

   Default: Unapproved

   Progress

   Indicates the progress of the investment.

   Values:

   • Completed
   • Not Started
   • Started

   Default: Not Started

   Description

   Defines the investment detailed description.

   Limit: 762 characters

   Manager

   Defines the manager of the investment. By default, the manager is the user who creates the investment.

   Start Date

   Defines when the investment starts.

   Note: If the start date and finish dates are not specified, you cannot calculate the allocation data that displays on the Team page.

   Finish Date

   Indicates when the investment finishes.

   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 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

   Risk

   Indicates the numeric score for risk. Lower the value, lower is the risk. The metric is used in portfolio analysis when you use comparable risk criteria across all portfolio investments.

   Enter a numeric value. When saved, one of the following stoplight symbols is displayed.

   • Green stoplight. Score from 0 to 33 indicates low risk.
   • Yellow stoplight. Score from 34 to 67.
   • Red stoplight. Score from 68 to 100 indicates high risk.

   Required

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

4. In the Organizational Breakdown Structure section, select the OBS you want to associate with the investment for security, organizational, or reporting purposes.

   The OBS named Department is used to associate the investment with a department. It is listed last if multiple OBS’s exist.

   See the Basics User Guide for more information.

5. Click Save and Return.

   The new investment is created and appears in the list on the investment’s list page.

More information:

OBS Associations (Investment)

Edit General Information (Investment)

Pin Investments