An investment is any entity within your organization to which personnel, finances, and time can be allocated. Investments can be scheduled, tracked, modeled, compared, reported against, managed, analyzed, and assigned.
Investments are represented by projects, portfolios, agile projects (including backlogs, features, and sprints), products, programs, applications, and by custom investments that your organization may have created.
All investments are part of a hierarchical structure called the investment tree, which orders every investment in relation to its parent, peers, and children.
You can use the template to import investment data. Each row on the Investments tab of the template represents investment that you want to import. Each column on the Investments tab represents an attribute (required or optional) that is used to define where the imported investment will be placed in the investment hierarchy, what it's name will be, and so on.
|Import||Required. Values: True, False. Set this column to True to import the data contained in the row.|
|Investment||Required. The name of the investment as it will appear in the investment hierarchy and also in the Name field of the investment's Summary view.|
|Investment Types||Required. The name of the investment type for the investment being imported. The name for an investment type can be found in the System Name field on the Investment Types tab of the Types Setup view in the Configuration module.|
|Description||Optional. The description of the investment as it will appear in the Description field of the investment's Summary view.|
|Parent Investment||Optional. The name of a parent investment in the investment hierarchy. This name must be a valid parent of the investment type. A valid investment type parent can be found in the Containment tab of the Investment Types tab in the Types Setup view of the Configuration module.|
|Attributes|| Optional. The system name and value of
an attribute that can appear on the
for the investment being imported. This must be a valid attribute for the
investment type. Valid attributes can be found in the
Attributes tab on the
Investment Types tab in the
Types Setup view of the
For each attribute that you want to appear on the investment's Summary view, add a column in the template using the system name for the attribute as the column header. The system name of an attribute can be found on the Attributes tab in the Custom Attributes view of the Configuration module.
Enter the value that you want to import in the column. This must be a valid value for the attribute. List values associated with attribute lists can be found on the Lists tab in the Custom Attributes view of the Configuration module.
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