New User Experience: Manage Custom Investments

After your administrator defines one or more custom investment types in CA PPM Studio using the Classic PPM interface, you can create investments in the ppmnew.  As a business user, contact your administrator for the appropriate access rights to perform the steps described in this article. Your access rights determine whether you see the Investments page, and if so, which investment types you can open, view, create, and edit.
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After your administrator defines one or more custom investment types in CA PPM Studio using the Classic PPM interface, you can create investments in the
New User Experience
.  As a business user, contact your administrator for the appropriate access rights to perform the steps described in this article. Your access rights determine whether you see the Investments page, and if so, which investment types you can open, view, create, and edit.
The following image shows the Investments page with four (4) custom investment types:
image2019-4-26_15-41-9.png
Create a New Investment
You can create an instance of a custom investment type.
  1. In the main menu, click image2019-4-26_17-9-7.png 
    Investments
    .
  2. Click a type of custom investment. For example, 
    Business Case
     or 
    Funding Request
    .
  3. Click icon_new_row.png 
    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). An asterisk (*) in the column name indicates a required field.
  • You cannot edit read-only fields.
  • Your current saved view might not include one or more required fields. When you create an investment type, the application shows the required fields that do not have default values (so you can enter a required value), and your view switches to
    unsaved
    .
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 main menu, click image2019-4-26_17-9-7.png 
    Investments
    .
  2. Click a type of custom investment. For example, 
    Business Case
     or 
    Funding Request
    .
    The grid layout of the custom investment appears. 
  3. Click the Name of the custom investment to see its details page.
  4. From the 
    DETAILS
     page, click the name of the custom investment at the top to navigate back to the grid layout.
  5. To search the list of investments, enter your filter criteria such as an investment ID in the filter bar.
  6. To make inline edits, select a cell, double-click a cell, or press 
    Enter
    The application saves your changes when you press 
    Tab
    , press 
    Enter
    , or click outside the cell.
  7. 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 functionality does not allow you to delete rows or instances of new investments for your defined investment types.
Configure View Options for Decimal Values
  1. In the main menu, click image2019-4-26_17-9-7.png 
    Investments
    .
  2. Click a type of custom investment. For example, 
    Business Case
     or 
    Funding Request
    .
    The grid layout of the custom investment appears. 
  3. Click image2019-5-22_18-14-15.png 
    View Options
    .
  4. Select your preferences for
    MONEY DECIMAL DISPLAY
    and
    NUMBER DECIMAL DISPLAY
    .
  5. To group related rows together, drag a column header into the
    Group By
    bar at the top of the grid. See Group By Mode: Collapse Related Rows Into Groups.
  6. Click
    X Close
    .