The following domain characteristics apply to this domain.
The Investment Management domain contains two main types of data: investment-level financial data (summarized for the total Investment and divided into periods) and team data (at the team level and by calendar periods). The domain has general information, financial information, OBS information, and team information for all team members in an investment.
The Investment Management domain does not have detailed Cost Plan or actual transaction detail data. See the Financial Management domain for that information.
Do not mix object types when selecting from Fields and Measures. If you select Investment Name in the Fields area, select a total under the Investment Totals in the Measures area. Selecting a total from a different Measures object category (for example, Team Totals) could produce unexpected results. For Investment data, use investment fields and investment measures. To use Team data when creating an ad hoc view, select a team member field from the Team folder under Fields and use a team amount from the Team folder under Measures. In general, use Investment data (Fields) with Investment metrics (Measures) and use Team data (Fields) with Team metrics (Measures).
Use Team data when you want specific data about a team and its members (for example, resources or allocation start dates).
Do not mix calendar types. When you look at periodic data (for example, monthly data), do not mix calendar types when making ad hoc view selections. For example, use calendar period measures (Measures section, left panel) for calendar period fields (Fields section, left panel) and use fiscal period measures (Measures section) for fiscal period fields (Fields section). Also, do not mix the period types (week, calendar, fiscal). Otherwise, you get unexpected results because the data is repeated for each period type.
Portfolios. The Investment Management domain includes portfolios (contents and properties). You can use the portfolios to filter and group the investment data by portfolio when building ad hoc views.
For example, you created a portfolio in CA Clarity PPM with 100 investments. In the Investment Management domain, you add Investment Name to the ad-hoc view (drag Investment Name from Fields to Columns in the New Ad Hoc View). Then drag Portfolio Name (from Fields) to the Filters, select the portfolio (that you created with 100 investments) from the drop-down, and click Apply. The ad hoc view now only shows the 100 investments in that selected portfolio. In this way, you are using Portfolios as a filtering method of reporting on your investment data.
You can also group your data by portfolio in the Investment Management domain. For example, you want to see the Total EAC Hours for the investments in each portfolio. You add (drag) Investment Name from the Fields area to Columns in the New Ad Hoc View. Then you drag Total EAC Hours from the Investment Totals in the Measures area to Columns in the New Ad Hoc View. Then you add Portfolio Name (from Fields) to Groups in the New Ad Hoc View. Your data is shown organized by portfolio in the format you selected (table, chart, pie diagram).
In the Investment Management domain, you are working with actual up-to-date investment data. You are not using the portfolio investment snapshot of the data that you use during portfolio planning in CA Clarity PPM. Portfolio planning uses a copy of the actual investment data. Therefore, the Investment Management domain data does not match the data in the CA Clarity PPM portfolios that you use for portfolio planning. For more information about portfolio planning, see the Portfolio Management Scenarios Guide.
Custom Fields. If you have custom fields that are related to investments, these fields appear in a Custom folder in the Investment Management domain. This domain can have multiple Custom folders. For example, Team custom fields appear in the Team Custom folder.
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