Converts one Investment type to another investment type. Functionality • One investment type instance converted to another investment type • Investment object level attributes are copied over by default • Investment sub-objects can be chosen to be copied • The attributes and sub-objects to be copied to must be api enabled • Can convert from non api enabled object like other work to api enabled Custom CIT • Attribute mapping does not support multivalued lookups yet • If auto-numbering is not enabled for target investment type of the sub-objects, an ID will be auto-generated. • Associated risks and issues will not be copied over • Target investment status will be "Unapproved" • If there are Mandatory target investment type attributes either o use a template to convert where having a value in the attribute is not mandatory or Have a default value in the mandatory field defined on the object • If effort task creation is enabled, the effort task will also be brought over. o The effort task will appear with custom code if a investment template is used for conversion • The allocations will extend to the finish of the new investment if investment template is used which has tasks • Almost 500 instances of sub-objects are supported at this point. • The values in lookups need to be active or the process will error out • All required attributes must be api enabled

Do you want to understand Best Practice of configuration and functionality for demand management? In this class, we will review the OOTB objects, views, and functions of Ideas, along with tips and tricks to support your Demand Management processes.

A Quick Reference Guide to assist in configuring the layout of Ideas and Custom Investments in Clarity’s Modern UX via Blueprints.  Reviews the configuration process including changes to Details and Modules.

A Quick Reference Card to assist in the creation of Ideas in CA PPM.  Ideas are created by going to Home, then Demand Management and choosing Ideas from the list menu.