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Using custom investments in the new UX
Article ID: 186637
Clarity PPM SaaSClarity PPM On Premise
Can you create custom investments for use in the Modern / New User Experience (UX)?
Release : 15.5.1 and higher
Component : CA PPM SAAS STUDIO
This feature is available in the new UX, it was released as GA starting in 15.5.1 (Originally as a beta version but in starting in 15.5.1, it is no longer Beta).
Users will need the access right: Custom Investment - Navigate to see the Custom Investments menu link in the New UX:
The menu option in the new UX is named "Investments"
The icon appears as:
4. To create a new custom Investment:
In Classic Clarity, go to Administration->Studio-Objects->New
In the Object Extension field at the bottom of the page, select Investment Extension
Note: An object created with an extension cannot be deleted
Enter all other required information and save
5. Once you create your custom investments, users with the appropriate access will see the custom investments on the investment page. 6. A Blueprint also gets created one you create a custom investment, so administrators can copy the custom investment blueprint to modify similar to the idea/project blueprints. 7. For more detailed information including how to create a custom investment and a Custom Subobject for a Custom Investment Type, see: New User Experience: Configure Custom Investment Types