New User Experience: Create and Edit Custom Investments

Sid is a portfolio manager and continuously needs to evaluate how he can help his business and organization transform its products, go-to-market strategy, and customer experience. He wants to articulate his corporate strategy, objectives, and investment plans in his preferred language and not be limited by options offered by a planning tool.
Let’s see how Sid can use Custom Investments in Clarity PPM to chart out his strategy, break it down into critical objectives, and create investment items. His teams can then build small prototypes for each investment item to evaluate its feasibility.

Create a New Custom Investment
You can ask your administration to create a new custom investment in Clarity PPM. When the administrator creates a new custom investment, Clarity PPM automatically creates an associated blueprint and creates the appropriate access rights. Your administrator can then give you the necessary access rights to edit the custom investment.
To review how your administrator creates a custom investment, see New User Experience: Configure Custom Investment Types.
After your administrator has created a custom investment, you can ask them to copy and edit the blueprint to reflect the goals of your business unit. Some key activities the administrator can perform using blueprints are:
  • Specify the layout and fields that would be available when you select any investment item associated with the investment
  • Specify the modules that would be available when you select any investment item associated with the investment.
Example: Sid requests his administrator to create a new Strategy Custom Investment and customize its blueprint.
Creating and Editing Investment Items
After the administrator creates a custom investment, you can start creating investment items associated with the custom investment. You can only create investment items when you have the appropriate rights.
: Sid has figured out his strategy and now wants to add multiple objectives that can help him implement his strategy. Each objective will be an investment item that is associated with the Strategy custom investment.
You can create and manage investment items by using the Grid or the Board layout in Clarity PPM. Let’s learn more about the Grid and Board layouts.
  • Grid Layout
    : Analyze investment items quickly by using an excel-inspired grid layout.
  • Board Layout
    : View investment items as cards, which you can arrange with drag-and-drop precision on a board layout with columnar swim lanes.
Standard Features Across Grid and Board Layouts
There are a few key features that are available across the Board and Grid layouts that help you view and edit investment items in the New User Experience.
Using Filters to Identify Investment Items
You can use the Filtering capabilities to sort through tasks and identify relevant investment items quickly. To learn more about filters, see Common Components.
Save Views to Personalize Your Experience
Clarity PPM supports the modification and saving of views by multiple users. Each user can modify their own saved views or work in an unsaved view. The views in grids are responsive to a wide array of user actions inside grids. You can save your filters, your preferences in View Options, the configuration of the Details panel, and your configuration of board columns and cards. To learn more, see Common Components.
Edit Investment Items Using the DETAILS Panel
Stakeholders with the relevant access rights can configure and use the DETAILS panel to quickly view and update investment items in the New User Experience. The DETAILS Panel is available as a two-column layout enabling which can be resized to take up 75% of the screen. Whenever you click an investment item the DETAILS panel is displayed. Your administrator can configure which task attributes are available for other users to add or remove on the DETAILS panel.
  1. In the Clarity PPM New User Experience, open an investment item.
  2. In Board or Grid layout, select an investment item. The
    panel is displayed.
  3. Click
  4. To search for an attribute enter all or part of its name in the search bar.
  5. Matching attributes will be displayed.
  6. Drag a field from the list of fields to the
    panel layout. Drop the field on the top of an existing field.
  7. Your new field appears on the layout above the existing field.
  8. To reorder the sequence of fields, you can drag-and-drop them into a new arrangement.
  9. To remove a field, select it on the layout and then click X Remove.
  10. Click EXIT.
Editing Investment Items Using the Board Layout
In the board layout, investment items appear as cards organized by columns. Use the board to group, rank, sort, and visualize, and investment items. Each task card displays the following details:
Set Your View Options for the Task Board
  1. Open an investment item and click the Board layout.
  2. Click
    View Options
  3. Under
      : Select the attribute that you want the board to use for each column.
    • COLOR BY
      : Select the attribute that you want the board to use for the color of each card.
  4. Under
      : Select a string attribute to appear at the top to identify each card on the board.
      : Select up to four (4) attributes to appear on the face of each card in the order selected.
      : Select up to three (3) attributes to appear along the bottom of each card to convey meaningful status information or metrics.
  5. To configure your own display attributes, choices, and the color of each value, click
      : Enter a name for your picklist. Each picklist you define can be applied to the current project only.
      : To add a value for your picklist, click ADD CHOICE. Edit the name and color for each choice.
  6. When finished, click
: The following task board layout shows two tasks in columns arranged by Status with color shading also defined by Status.
    : The fields on the card face include the finish date, task owner, investment name, and completion percentage for the task.
    : The metrics along the bottom of each card show the open, completed, and the total number of to-do items for each task.
    : The legend at the bottom of the board indicates the currently defined options for fields, metrics, and column colors.
Create a New Investment Item in the Board View
Whenever you create a new task from the board view, the DETAILS panel is automatically displayed. The panel includes all the required fields needed to create a new record. After you populate the required fields, Clarity PPM refreshes the DETAILS panel and creates a new investment item.  You can then continue editing the investment item and close the DETAILS panel after you complete your changes.  Remember that your record will be lost if you leave or refresh your current view.
When you are populating required fields for a record in the DETAILS panel, you cannot drag and drop the record across different columns since the record has not been created in Clarity PPM.
Follow these steps
  1. In the Clarity PPM New User Experience, open an investment item, click
    , and select the custom investment you want.
  2. In the Board layout, click the plus button. The
    panel is displayed.
  3. Enter the value in the required fields.
Managing Investment Items in the Grid View
Click Grid View on the top right of the page to view the Investment Items grid. In the Grid layout, the investment items appear as rows of data. Use the grid to sort, filter, and configure the view to suit your needs. Your configurations to the grid persist across the different views for a project. Each row in the grid displays the following details for tasks and milestones:
  • Name
  • ID
  • Manager
  • Work Progress
  • Work Stage
Use Column Panel to configure the grid and display additional columns or remove existing columns from the grid. The Column Panel list all attributes including custom attributes configured for the Custom investment.
Create Investment Items in the Grid View
Follow these steps
  1. In the Clarity PPM New User Experience, open an investment item, and navigate to the
  2. In the Grid layout, click the plus button.
  3. Enter the value in the required fields. In most cases, it would be the Name field. The ID field is read-only when auto-numbering is enabled.
Change Unit of Measure for Work Effort
You can change the unit of measure on the grid as follows:
  1. Click the drop-down menu next to your avatar and login and select Settings.
  2. Click General to change the unit of measure from FTE to Hours.
Any actuals, ETC, and total effort values in the grid are updated as per the new unit of measure. For example, an ETC value of 2 FTE changes to 16 hours for a one-day task assuming an availability rate of 8 hours a day.
Group Investment Items in Logical Groups
You can use the Group By bar to collapse related rows together and quickly review and edit investment items. You can expand multiple group-by parent rows and edit child items in multiple expanded rows. Example: Sid wants to quickly group investment items by their strategies so that he can review and update the investment items.
Follow these steps
  1. Drag the Strategy column header to the Group By bar and view the data in the grid as rows of logical groups.
  2. Expand multiple groups simultaneously to view associated data.
  3. Edit data directly in the grid while you are in the Group By mode.
  4. Select a row and open the
    panel to edit information. The information that you update in the details panel will automatically be updated in the grid.
Managing Custom Investment Items
: Sid has added investment items to the Strategy custom investment. He now wants his project and resource managers to add staff and tasks to the investment items so that his teams can start working on these items. This approach allows him to quickly test his strategy and investment items by creating proof of concepts. The management and tracking capabilities allow his resource and project managers to manage the investment item like projects.
Associate Custom Investment Item With OBS
You can associate custom investment items with organizational breakdown structure (OBS) to be able to associate specific departments and location with the custom investments. An Organizational Breakdown Structure (OBS) is a hierarchical representation of your company that you can use to align your investments. With an OBS, you can perform the following tasks:
  • Categorize objects for filtering and reporting purposes.
  • Associate groups of resources with partitions.
  • Grant access rights to users for object instances based on their OBS membership.
You can define the Type, Level, and Units of each OBS.
  • OBS Type:
    Specifies the type of OBS. For example, an OBS named Location defines an OBS type for geographical locations.
  • OBS Levels:
    Specifies the structure of the OBS hierarchy. For example, a location OBS can have Country as level 1, State as level 2, and City as level 3.
  • OBS Units:
    Specifies a unit in the OBS hierarchy. For example, a location OBS can use the names of countries, states or regions, and cities as OBS units. An OBS unit can be an ancestor, descendant, or both in relation to other OBS units. For more information about OBS creation see Configure an Organizational Breakdown Structure
Note the following points and prerequisites:
  • The Custom Investment item can be associated with one or more OBS via the normal OBS association process. 
  • Ensure that the following access rights are enabled for Custom Investments:
    • Custom_Investment_type - Create
    • Custom_Investment_type - Edit All
    • Custom_Investment_type - Navigate
    • Custom_Investment_type - View All
    • Custom_Investment_type - Xog Access
    • Custom_Investment_type - Task Management
  • The OBS selector is added to the Details panel.
If you want to create a new OBS, ensure that the OBS attribute is API enabled and Access Rights enabled.
For the Department and Location to appear in the Custom Investments Details module:
Follow these steps:
  1. Copy the custom investment blueprint.
  2. Edit the blueprint to add the
    attributes in the
  3. Publish the custom investment blueprint.
For information about blueprints see New User Experience: Configure Blueprints for Projects and Investments.
You can associate, update, or dissociate a Custom Investment Type object with Department, Location, Organization, and Default Resource OBS.  
If you change the Department value for a Custom Investment, the corresponding Department OBS also is updated.
Sid wants to create an Organizational Breakdown Structure (OBS) and associate it with a Custom Investment item so that he can assign each custom investment to a specific part of his organization. This will enable Sid and the stakeholders of the associated custom investment items to filter the custom investment items by specific parts of the organization.
Sid asks the administrator to create a custom investment named
Business Case
. He then requests the administrator to create a new OBS. The administrator navigates to OBS Administration in Classic PPM and creates an OBS named
. The administrator associates the
Business Case
object to the
As a result, Sid can now filter the
Business Case
custom investment item by
Follow these steps:
  1. Log in to Clarity PPM New User Experience.
  2. Click Investments from the main menu.
  3. The custom investments are displayed, select Business Case custom investment.
  4. Select an instance.
  5. Navigate to the Column picker, select the following OBS units as required:
    • Department
    • Location
    • Custom_OBS for example,
      ACME OBS
      The associated columns are added to the Custom Investment grid.
  6. Specify the OBS attribute values for the instance. The instance is now associated with the OBS.
  7. You can search and filter the instance, by location, unit, units and descendants, and units and ancestors.
Custom Investment Administration
Custom Investment Access Rights
When you create a custom investment, the following rights are automatically created:
  • Custom_Investment_type - Create
  • Custom_Investment_type - Edit All
  • Custom_Investment_type - Navigate
  • Custom_Investment_type - View All
  • Custom_Investment_type - Xog Access
  • Custom_Investment_type - Task Management
These are global or instance rights and can be assigned to various stakeholders depending on their role in the organization.
Custom Investment Effort Task
You use the Administration, Project Management, Settings page in Classic PPM to select or clear the Allow Effort Task Creation option. If this option is selected, an effort task would be created on the investment, when a Staff Member is added to the investment. In previous releases of Clarity PPM, this option only applied to the Project Object. This setting applies to custom investments from Clarity PPM 15.7.1 onwards.
In Classic PPM and Classic XOG:
  • When staff members are added to NPIOS: Ideas, Applications, Assets, Products, Services, and Other Work, the Effort Task is ALWAYS created. This is because Classic NPIOs do not support task operations and additional tasks - therefore the Effort Task is Required for Classic NPIOs to support posting actuals on the investments.
  • In Classic PPM, projects are the only instances that honor this setting. NPIOs created in Classic PPM ignore this setting and always get the Effort Task.
Custom Investments use some of the project management administration settings. Review the table given below to learn more about these settings.
Administration Settings
Round Allocations to Nearest %
  • Default = 25%
  • This is used for the 'Allocate From Estimates' action.
  • Currently, this is only applicable to Projects.
  • This functionality is not supported on Custom Investments
Allow Effort Task Creation
  • Default = True (Checked)
  • This is applicable for both Projects and Custom Investments.
  • Standard NPIOs only have an Effort Task that is always created and hidden.
  • Refer to the Allow Effort Task Creation section for more details on how it works for Projects and Custom Investments.
Reassign Tasks when Replacing Role
  • Default = True (Checked)
  • This is applicable for both Projects and Custom Investments.
Allow Edit of Allocations when Investment is Locked
  • Default = False (Unchecked)
  • This is only applicable to Projects.
  • Custom Investments DO NOT use schedulers - therefore it cannot be locked by a scheduler.
  • Custom Investments DO NOT use BPM Processes - therefore it cannot be locked by a process.
Automatically Open Staff Members for Time Entry
  • Default = Never
  • This is applicable for ALL Investment Types and Custom Investments.
  • This option controls the setting of the Team (Staff) Open for Time Entry field.
  • This option is ignored if the Studio Team Object attribute Open for Time Entry Default = True
  • Team Object Open for Time Entry attribute.
    • Default = True (Checked)
    • If the Team Open for Time Entry attribute (OTE) Default = False (Unchecked), the system-level setting will update the Team/Staff OTE attribute to checked under the following conditions: Never, When Hard Booked or When Request Status is Approved.
    • Custom Investments DO NOT use Requisitions, therefore, the Request Status is Approved option is not applicable and hence the flag will not get automatically set for Custom Investments with this configuration. It will act the same as 'Never' value.
Allow Mixed Booking
  • Default = False (Unchecked)
  • This is applicable for ALL Investment Types and Custom Investments.
  • When this option is checked, the user can enter different segment values in Allocations and Hard Allocations curves causing a Mixed Booking Status.
Using Processes with Custom Investments
The Custom Investments object has been enhanced to support processes in this release. You can now invoke processes based on creation or updates to custom investments.
  • The start condition for the custom investments could be based on the custom investment or its sub-objects.
  • Custom Investments will appear as an option under the primary object for processes.
  • Processes can run when you create and update custom investments.
  • When you create custom investments they are automatically event enabled. The event enabled flag cannot be modified after creation.
  • Processes executed against a custom investment can only be seen in Classic Clarity PPM.
  • Processes built with action item still require you to act on it in Classic Clarity PPM.
  • If you associate a custom investment with partition model then the event enable flag is automatically unchecked and cannot be rechecked
  • If you change the name of a custom investment then the “Event Enabled” flag gets unchecked.
  • If you create an action item process then the notification link to the Custom Investment does not work.
  • There is no option to start a process “On Demand” even if you select that option in the process definition. You can run these processes by using the “Execute a Process” job.
For more information on how you can leverage processes in Clarity PPM, see Configure Processes.