New User Experience: Configure Investment Types

The new Investment Type beta functionality provides a way for administrators to create and configure investment type objects with the same capabilities that they already enjoy using for projects and other non-project investments. However, investment types are not constrained by the traditional boundaries associated with traditional project management. This emerging new feature in CA PPM 15.5.x represents a solid first step in providing configurable investment functionality inside the
New User Experience
 for business users, with solid administrative footing inside the existing CA PPM Studio object foundation.
Administrators can create investment types in CA PPM Studio using the classic interface. Business users can create new instances of these investments in the
New User Experience
Limited functionality and support are available for this new feature. For evaluation-use only.
Your new investment types are not supported in production environments.
What Support Options Are Available?
In test environments, you can contact CA Support for resolutions to reported issues and for answers to questions about investment types and instances.
How Are Reported Problems Managed?
The same policy applies. See Clarity PPM Customer-Reported Defect Resolution Policy.
Where Can I Submit An Enhancement Request or Innovation Idea?
Authorized administrators can log enhancement ideas on the CA PPM Innovation site. To learn more, see Customer Innovation Process.
: At this time, significant functionality is not included with this feature. See
Limitations and Constraints
further down this page.
  • In each test environment, create no more than 100 of your own investment types.
  • New investment type objects inherit their attributes from abstract objects through object extensions.
  • Investment types leverage the same auto-assignment of access rights that is currently available on non-project investment objects.
  • The appropriate access rights are required to perform the steps described in this article. To create investment type objects, no new access right is required. If a user already had rights to create a custom object, that user can create an investment type object.
  • You cannot set the API Attribute ID (commonly known as the API alias) for new investment types. By default, the application sets your new investment objects to
    and provides a unique API Alias. The application uses the
    prefix and the plural form of the name or abbreviated name of your object ID as the API alias. It also applies additional logic to satisfy uniqueness constraints. For example, if you create a custom investment named
    , the API alias is
    . If you create an object named
    Business Case
    , the API Attribute ID might be
    . If another user attempted to create their
    Business Case
    object, the system might give it an API alias of
    . If API alias generation fails due to naming conflicts, change the object name.
: Our product management and engineering teams are working diligently on this functionality, long-anticipated by customers. This feature would effectively replace the existing non-project investment object (NPIO) functionality in classic PPM with a more flexible model that reflects customer needs. Ideally, our collective vision for this feature is to offer customers the following capabilities:
  • Create many investment types instead of being limited to a standard set of investment types
  • Rename investment types and add attributes to meet emerging business requirements
  • Design investment blueprints
  • Specify investment details, staffing, financials, and tasks including posting time and transactions
We are excited to offer you a preview of this new functionality; however, we recognize more work remains to be done before we can officially remove the BETA icon.
Create an Investment Type
You already know that you can manage blueprints, templates, and projects. Classic PPM also provides pre-defined non-project investment objects (NPIOs) such as products and applications. However, your organization might want even greater control when managing its own investment types. You want to see your own investment types in the modern UX.
As an administrator, you can create investment types in classic PPM and manage new instances of those types in the 
New User Experience
. Investments types represent instances of a unique new abstract master object in classic PPM. In the
New User Experience
, they open the door to an expanded array of possibilities for managing new products, proposals, coordinated work items, and other new business development opportunities.
Follow these steps
  1. In classic PPM, click
    and click
  2. Define your custom investment type:
    1. In the
      Object Name
      field, enter your investment type. For example, create a custom investment type named 
      Product Demo
      Business Case
    2. In the
      Object Extension
       field, select
      Investment Extension
    3. You assign a unique object ID. When you save, the system assigns a unique read-only value in the 
      API Attribute ID
    4. Complete the other required and optional fields. 
    5. Click
  3. The application generates the following global access rights for each new custom investment object:
     <investment_type> - Create
     <investment_type> - Edit All
     <investment_type> - Navigate
     <investment_type> - View All
     <investment_type> - XOG Access
    The navigation access right (for example, 
    Product Demo - Navigate
    is auto-assigned to the user who created the new investment type. The application also assigns the global create right and instance rights for editing to that user.
    : Because this feature is in beta, although the system generates this right, it is not available. XOG import and export for investment type instance data is not available for investment types. 
  4. In classic PPM, assign the new navigation rights to users individually through instance-level or global-level access rights:
    • Users with the 
      Custom Investment - Navigate
       global access right can navigate to the
      page in the
      New User Experience
    • The custom investment type tiles are shown or hidden based on the system-generated navigation right for each type of custom investment. 
    • Only the users with the specific navigate right for a custom investment type (for example, 
      Product Demo - Navigate
      ) can view and open the list of those investments. 
: Investments types are defined in classic PPM; however, they are designed for use in the
New User Experience
. For this reason, they are hidden in certain places in the classic user interface.
  • Your investment type objects do not appear in the list of available primary objects for processes.
  • Investment type objects are also not available for selection as a master object for another subobject.
  • The investment, parent investment, investment roll-up data, and investment object data providers do not show any of your custom investment types or object instances,
Configure Automatic Numbering for Investment IDs
You can configure the application to assign a unique investment identifier for each instance of your new investment type. Without auto-numbering, users are required to enter a unique value in the Investment ID column when they add a new investment.
  1. In Classic PPM, click 
  2. Open your custom investment object.
  3. Click the
  4. Select
    Investment ID
  5. Click the
  6. Select the
    check box.
  7. Click
    Save and Return
Add a New Investment (For a New Investment Type)
  1. In the
    New User Experience
     main menu, click Investments main menu item. 
  2. Click a type of custom investment. For example,
    Business Case
    Funding Request
  3. Click
    + New
  4. Enter a name. If auto-numbering is off, enter a unique investment ID.
  5. Complete the other fields your organization wants to use.
  • Valid entries show a white background. A light yellow or canary color indicates that a row is missing values for one or more required fields (columns).
  • You cannot edit read-only fields.
  • An asterisk (*) in the column name indicates a required field.
  • Your current saved view might not include one or more required fields. When you create an investment type, the application shows the required fields and your view switches to
View and Edit Your Investments 
: The 
Custom Investment - Navigate
 access right allows users to see the main parent page for investment types. To navigate to a specific type of investment, users require additional navigation rights for each type of investment object.
  1. In the
    New User Experience
     main menu, click Investments main menu item. 
  2. Click a type of custom investment. For example, 
    Business Case
    Funding Request
  3. To search the list, enter your search terms or an investment ID in the search bar.
  4. To make inline edits, select a cell, double-click a cell, or press 
    . The application saves your changes when you press 
    , press 
    , or click outside the cell.
  5. To show or hide columns, click 
    Column Panel
    1. Select the columns that you want to show.
    2. Clear the check mark from the columns that you want to hide.
    3. When finished, click 
      X Close
: At this time, the investment type beta functionality does not allow you to delete rows or instances of new investments for your defined investment types.
Limitations and Constraints
The following investment type beta functionality is limited, subject to constraints, or not available:
Deleting Objects or Instances is Not Supported
  • You cannot delete an investment type object. 
  • You cannot delete investment instances of your defined investment types.
Access Rights
  • Typically, administrators could assign rights to users by OBS unit or group. At this time, investment type rights can only be assigned through global or instance rights. 
  • The feature includes create, edit, and view rights, but no separate delete right.
  • The auto-rights behave the same as they do for standard non-project investment custom objects.
Currency and Financials
  • The investment type grid does not support multi-currency.
  • Financial attributes are hidden.
  • You cannot post time or transactions to an investment type.
Reports and Jobs
  • Portlets, reports, and add-in content do not display investment type information.
  • No data warehouse support for attributes on investment type.
  • The Delete Investments job does not delete investment type instances. (In 15.5.1, the
    Delete Investments
    job is renamed to
    Delete Investments and Time Reporting Periods
  • The Portfolio Synchronization job does not import investment type data.
  • The Investment Allocation job ignores any investment type data.
Administration and Studio
  • Lookups: All lookups that query investment tables do not display any investment type instance data.
  • OBS: The ability to associate an investment type object with an OBS is disabled.
  • Portfolio Job: The Portfolio Synchronization job does not import investment type data.
  • Content Editor: The ability to select investment types from the Content Editor is disabled.
  • Processes: Processes do not support investment types
  • Data Providers: Investment types have no object data provider in CA PPM Studio and investment type information does not appear in the portfolio data providers.
    Known Issue
    : The legacy Investment data provider from previous 13.x/14.x/15.x releases is capable of displaying data from the new investment type instances. Users who do not want this data to appear can filter out investment type data using a power filter. A fix is already in-progress for this issue.
  • Investment types do not support Studio links, actions, or views. The Links, Actions, and Views tabs are hidden in CA PPM Studio. 
  • The system creates a default portlet page for each new investment type, but the ability to display the default portlet page is disabled.
  • You cannot use the CA PPM Studio Menu Manager to associate an investment type link or investment type portlet page.
  • You cannot create a subobject under an investment type object.
  • You can enable
    audit trail on attributes; however, delete is not available.  
  • Insert and Update operations can only be viewed via the Global Audit View in Classic
Resource Staffing
  • Disabled the ability to staff resource to an investment type (Classic and Modern UX)
  • Roadmaps cannot import investment types, instances, or any information.
  • Investments do not include the Open for Time Entry feature. Investment types are not visible on timesheets in the
    New User Experience
     or Classic PPM.