New User Experience: Configure Custom Investment Types

The new Investment Types feature provides a way for administrators to create and configure custom investment 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. 
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The new Investment Types feature provides a way for administrators to create and configure custom investment 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. 
2
 
HID_newux_custominvestments
Prerequisites
This emerging new feature represents a solid first step in providing configurable investment functionality for business users inside the 
New User Experience
 with a solid administrative foundation inside the Classic Studio object architecture.
  • Administrators can create investment types in CA PPM Studio using the Classic PPM interface. 
  • Business users can create new instances of these investments in the 
    New User Experience
    .
beta.png In 15.5.0, this feature was released with a BETA label.
: In 15.5.1, this feature is no longer considered a BETA release feature; however, functionality is still evolving. See
Limitations and Constraints
below.
  • In each environment, create no more than 100 of your own custom 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
    API-enabled
    and provides a unique API Alias. The application uses the
    cust
    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
    demand
    , the API alias is
    custDemands
    . If you create an object named
    Business Case
    , the API Attribute ID might be
    custBcs
    . If another user attempted to create their
    Business Case
    object, the system might give it an API alias of
    custBs
    . 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 addresses 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 blueprints for investment types (similar to blueprints for project templates)
  • Specify investment details, staffing, financials, and tasks including posting time and transactions
We are excited to offer you a preview of this new functionality. We can remove the BETA label in 15.5.1; however, we recognize more work remains to be done for this new feature. Release 15.5.1 provides a solid foundation.
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.
 When you create a custom investment type in classic PPM, a custom investment type blueprint is automatically generated in the 
New User Experience
. The blueprint uses the same name as the custom investment type. Use the custom investment type blueprints to configure the layouts and details for your investment screens so they accurately reflect your business requirements. See New User Experience: Configure Blueprints for Projects and Investments for more information.
Follow these steps
:
  1. In Classic PPM, click
    Administration
    ,
    Studio
    ,
    Objects
    and click
    New
  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
      or
      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
       field.
    4. Complete the other required and optional fields. 
    5. Click
      Save
      .
  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
      Investments
      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 
    Administration
    Studio
    Objects.
  2. Open your custom investment object.
  3. Click the
    Attributes
    tab.
  4. Select
    Investment ID
    .
  5. Click the
    Auto-Numbering
    tab.
  6. Select the
    Auto-Numbered
    check box.
  7. Click
    Save and Return
    .
Create a New Investment
You can create an instance of your custom investment type.
  1. In the
    New User Experience
     main menu, click Investments main menu item. 
    Investments
    .
  2. Click a type of custom investment. For example,
    Business Case
    or
    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). 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
    New User Experience
     main menu, click Investments main menu item. 
    Investments
    .
  2. Click a type of custom investment. For example, 
    Business Case
     or 
    Funding Request
    .
    The grid layout of the custom investment appears. Click the Name of the custom investment to see its details page.
    image2018-12-13_14-7-10.png
  3. From the
    DETAILS
    page, click the name of the custom investment at the top to navigate back to the grid layout.
    image2018-12-13_14-11-22.png
  4. To search the list of investments, enter your filter criteria such as an investment ID in the filter bar.
  5. 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.
  6. 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.
Custom Investment Financials
Release 15.5.1 introduces the series of
planned
simple budget financial fields on both the grid and the Details page (configurable as a blueprint module).
image2018-11-19_15-35-1.png
image2018-11-19_16-10-39.png
:
Planned
Start and Finish dates are always equal to the Start and Finish dates of the parent custom investment.
The custom investment financial fields enforce the same rules as the Classic PPM Financial Summary page for projects and other types of investments:
image2018-11-19_16-9-12.png
A convenient summary appears below:
Financial Field:
Rules:
Calculate Financial Metrics
Specifies whether financial metrics such as Planned ROI, NPV, IRR, MIRR, Planned Payback Period, and Planned Breakeven for the investment are calculated automatically (if selected or TRUE) or user-defined (if cleared or FALSE).
Planned Capital Cost
Editable if you have edit permissions.
Planned Operating Cost
Editable if you have edit permissions.
Planned Cost
Read-only attribute; the sum of Planned Capital and Planned Operating Cost
Planned Cost Start
Read-only attribute; automatically set to the same value as the Start date of the investment instance.
Planned Cost Finish
Read-only attribute; automatically set to the same value as the Finish date of the investment instance.
Planned Benefit
Editable if you have edit permissions.
Planned Benefit Start
On create of the custom investment, the value will be set to TODAY. Users with edit permission can change this field as long as the value fall within the Start and Finish dates
Planned Benefit Finish
On create of the custom investment, the value will be set to TODAY. Users with edit permission can change this field as long as the value fall within the Start and Finish dates
Planned ROI
Planned Payback Period
Planned NPV
Planned MIRR
If
Calculate Financial Metrics
is selected (
true
), the system generates a value. If
Calculate Financial Metrics
is not selected (
false
), users with edit permission can manually update these fields.
Planned Operating %
Calculated field that displays the percentage of Planned Operating Cost from the Planned Cost total.
Planned Capital %
Calculated field that displays the percentage of Planned Capital Cost from the Planned Cost total.
Is system value for Total Cost of Capital
If TRUE, use the system-level total cost of capital for this investment type. If FALSE, use the Override value for total cost of capital value which determines the annual finance on the capital that is borrowed to fund this investment
Override value for Total Cost of Capital
Determines the annual finance on the capital that is borrowed to fund this investment. Impacts the Financial Metric fields if "Is system value for Total Cost of Capital=FALSE"
Initial Investment
Defines the initial cost of the investment that is used in all financial metric calculations. If "Calculate Financial Metrics=TRUE", impact the values for Planned NPV and ROI.
Is system value for Reinvestment Rate
If selected (true), use the system-level reinvestment rate for this investment type. If clear (FALSE), use the Override Reinvestment Rate value which determines the annual interest rate that is used to reinvest positive cash flow for this investment.
Override Value for Reinvestment Rate
Determines the annual interest rate that is used to reinvest positive cash flow for this investment. Impacts the Financial Metric fields if
Is system value for Reinvestment Rate
is cleared (FALSE).
Planned Breakeven
If
Calculate Financial Metrics
is selected (TRUE), the system generates a value. If
Calculate Financial Metrics
is clear (FALSE), users with edit rights can update this field.
Calculate Financial Metrics
If you want the application to calculate certain financial metrics for you, leave the check box selected (the default). To manually enter your own values, add the
Calculate Financial Metrics
field to your current grid, and then clear the check box. 
image2019-1-23_16-0-31.png
: Be careful here. Any values in those fields are cleared if you select
Calculate Financial Metrics
.
You can also configure the
Calculate Financial Metrics
field to appear on the custom investment details page.
The following image demonstrates the following concepts:
  • At left, the
    Calculate Financial Metrics
    field as an attribute of a custom investment.
  • At bottom, the 
    Calculate Financial Metrics
    field has been added to the investment blueprint. For the open investment, the field is cleared so manual entries can be made.
  • At top right, users can now manually enter values such as
    5.45
    for 
    Planned IRR
    (rounded through
    Settings
    to
    5.5%
    ).
image2019-1-23_15-57-3.png
Limitations and Constraints
The investment type functionality is subject to the following limitations and constraints:
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.
  • Only the financial summary planned cost fields are available.
  • 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.
  • Aggregated attributes: As you cannot create subobjects for custom investment types, aggregated attributes are not available.
  • 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
    insert
    and
    update
    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
  • Release 15.5.1 introduced support for importing custom investments and synchronizing their default attributes inside a roadmap. In 15.6, you can synchronize matching custom attribute data between the roadmap item and custom investment.
Timesheets
  • 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.
Frequently-Asked Questions (FAQ)
5
5
Q: Are descendants of subobjects (subobjects of subobjects) supported for custom investments types on the Details panel?
A
: No. Since sub-subobjects are not supported, aggregated calculated attributes are not supported on custom investment type details.
Q: How do I know string datatypes on the grid display a pop-up text area field when in edit mode?
A
: If the
Maximum Size
attribute property in Studio is greater than 80 characters, the string field will display as a text area pop-up. Otherwise, it will display as a regular cell in the grid.
Q: How do I know if my subobject is API-enabled?
A
: In Classic PPM Studio on the Object List page, if the API Attribute ID column for the subobject has a value, the subobject is API-enabled.
Q: Is there a way I can identify on the grid if I have view-only permission for a particular row in the grid?
A
: There is no specific UX indicator if you have view-only access to a specific row, but if you try to update a row that you only have view-only access, the system will display an error message noting you do not have the edit permissions for that row.
Q: What happens if I delete/inactivate a field and this field is included in a saved view?
A
: When the end-user accesses this saved view, the view will be placed in an “unsaved” state and the system will do the following :
The deleted/inactivated field will be removed from the grid
If the deleted/inactivated field is included in a filter, it will be removed and the user will be prompted that this field has been removed from the filter
Q: If I do not have sub-object view access, will the sub-object icon on the project tiles be hidden?
A
: No. If this user clicks on the sub-object icon, it will navigate the to that module on the project, but the user will not see any sub-object data – the system will display a message saying the user does not have view access to the sub-object.
Q: What happens if I set a default value for the “Blueprint” field in Studio?
A: The defaulting logic for blueprints where if the “Blueprint=NULL”, it will use the “Default” blueprint layout will be override by the default you set in Studio.
Q: On the custom sub-object grid, why am I not seeing required fields automatically added as column on the grid?
A: Check if you have a default value defined in Studio for that required field. The required fields will not be added if you have a default value defined.
Q: Do I have to enter both values when filtering on Number fields on the grid?
A: No. If you enter just the first value (From), it will filter on that value and anything greater than that value. If you enter just the second value (To), it will filter on that value and anything less than that value