PMO Accelerator Object Views › Investments › Investment List Views

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Investment List Views

To view a list of investments:

  1. Open Home.
  2. From the menu, click an investment type, such as Projects.

    The List Column view appears by default. From this view, you can do the following:

    Application
    • Link to the properties page for the application by clicking the name of the application or the Properties icon.
    • View the Application, Manager, Stage, Category, Platform, Technology, Version, Start, Finish, and Planned Cost.
    Asset
    • Link to the properties page for the asset by clicking the name of the asset or the Properties icon.
    • View the Asset, Manager, Stage, Category, Start, Finish, and Planned Cost.
    Idea
    • Link to the properties page for the idea by clicking the name of the idea or the Properties icon.
    • View the Subject, Idea Type, Idea Category, Idea Priority, Start Date, Planned Cost, Planned Benefit, Planned NPV, Planned ROI, and Status.
    Other Work
    • Link to the properties page for the other work by clicking the name of the other work or the Properties icon.
    • View the Other Work, Manager, Category, Start, Finish, and Planned Cost.
    Product
    • Link to the properties page for a product by clicking the name of the product or the Properties icon.
    • View the Product, Manager, Stage, Category, Version, Start, Finish, and Planned Cost.
    Service
    • Link to the properties page for a service by clicking the name of the service or the Properties icon.
    • Link to the hierarchy page for a service by clicking the Hierarchy icon.
    • Link to the subscriptions page for a service by clicking the Subscription icon.
    • View the Service, Manager, Stage, Start, Finish, and Planned Cost.

    Note: Approved investments are highlighted in the list.

To view a list of service subscriptions:

  1. Open Home.
  2. From the menu, click Departments.
  3. Select a department and click the Subscriptions tab.

    The List Column view appears by default. From this view, you can do the following:

To view a list of services you can add as a department subscription, click Add. The List Column view appears by default. From this view, you can do the following: