Using custom investments in the new UX

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

Can you create custom investments for use in the Modern / New User Experience (UX)?

Environment

Release : 15.5.1 and higher

Component : CA PPM SAAS STUDIO

Resolution

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).

1. Users will need the access right: Custom Investment - Navigate to see the Custom Investments menu link in the New UX:
2. The menu option in the new UX is named "Investments"
3. 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