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How do we link Investment Financials and Projects universes?

Question asked by LoriHagewood on Feb 25, 2011
Latest reply on Feb 25, 2011 by Robert Ensinger
Hi, everyone.

Our Clarity implementation relies heavily on financials (WIP posted dollars). We also rely heavily on our custom attributes on Projects and other investment types. We have also purchased all of the CA GSE Business Objects universes.

I have created a Master universe that joins the Projects universe with a universe I created with our project custom attributes.

I have tried (unsuccessfully) to create a link point between Investment Financials and our Projects universe, assuming Investment ID is the same across the 2. It didn't work.

Has anyone joined these 2 together? If so, how? I need to find a way to be able to build WebI reports for my portfolios and project investments, but MUST use the financial dollars posted to WIP. The cost measures in the current Projects universe are useless since they don't accurately pick up rate changes on resources.

Many thanks for any guidance!
Lori Hagewood