This section provides Portfolio Management updates for CA Clarity PPM Release 14.2.
Release 14.2 has no limit on the number of investments that can be included in a portfolio. In previous releases, the limit for investments was 150.
The limits for roles (25) and attributes (700) remain the same.
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The following changes were made to the Waterlines view:
The changes that you make to the Waterlines view are saved as pending edits. The edits are saved temporarily until you save them permanently or discard them. If you navigate away from the view or close the session, the pending edits are saved. When you return to the view, you can still save or discard your pending edits.
This button on the Waterlines view lets you discard pending edits. The button is activated when pending edits appear on the view.
You can scroll in both directions on the Waterlines view to see the complete list of investments. The Waterlines view contains no pagination; the list of investments is refreshed continuously. You can view 150 investments on the view at a time.
Note: Setting the Aggregate Constraint on the waterline for the first time, running the Portfolio Synchronization job, or changing the ranking rules with a constraint reprocesses the aggregated values in the Waterlines view. Depending on the number of investments in the portfolio, you can experience a slight delay while the calculations are refreshed.
A drag-and-drop operation on Waterlines view investments causes a tool tip to appear that shows the drop target and the number of selected rows. The tool tip is a green checkmark. When you reach the top or bottom of the list, the icon changes to a red circle with a line.
When the number of portfolio investments added between runs of the Synchronize Portfolio Investments job is equal to or greater than 1,000, an alert appears. The alert breaks down the number of investments by type and asks if you want to continue with the synchronization.
The alert appears only when the threshold of 1,000 added portfolio investments is reached. The alert can be triggered when the Sync Now button initiates the job.
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