Investments › Main Properties (Investment)

Main Properties (Investment)

Main properties let you define base information about the investment. To view main properties, open the investment. The main properties page appears by default. You can also access other main properties pages.

You can do the following:

• Edit general information, such as name, manager, goals, status, alignment, and OBS associations.
• Manage scheduling information, such as start and finish dates, and tracking methods.
• Manage budget information, such as planned, budget, and forecasted cost and benefit, and set financial planning and metrics options.
• Enable for financial transactions.

More information:

Edit General Information (Investment)

Enable Financial Transactions (Investments)

Manage Scheduling Information (Investment)