Adding a Custom Investment to a hierarchy

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

I have created a custom investment object. When I go to create a hierarchy and select import, I only see Idea and Project.

When trying to set a custom investment as the "Parent" of an Investment, no items from the custom investment display in the list of available options.

 

How do I get the new custom investment object to appear?

Environment

Release: 16.0, 16.0.1

Resolution

After the Object gets created, a new value should display in the Object details labeled "Include In Hierarchies", check this option and Save (note, this can't be disabled once this is set).

After you perform the Save, log out and log in again and it should display in the Import options.