Adding Investments on Resource's Allocation Tab
Article ID: 125041
Clarity PPM SaaS
Clarity PPM On Premise
When attempting to add an investment to a resource on the Allocation tab (under Home - Resources), the list that comes up when clicking the 'Add' button is missing some investments.
What investments are being filtered out from this list and why?
Release: CODFSS99000-15.4.1-PPM SAAS FedRAMP-Sandbox-Small Environment
The list of investments excludes programs as program type investments cannot be staffed. Other investments can be excluded as well, but these would be excluded using the available filters on the portlet itself.