AnsweredAssumed Answered

Investment Type in Portfolio Ranking Rules

Question asked by Robert Ensinger on Jul 22, 2015
Latest reply on Jul 23, 2015 by Robert Ensinger

We're looking to build our Portfolio Ranking Rules to push Approved Projects above all Ideas. I'm looking for an Investment Type or some kind of 'is project' to use in the Portfolio Ranking Rules but I'm not finding it. Surely something has to exist. What should I be looking for or what am I doing wrong? We're on 13.2.

 

Investment Type can be added to the grid...

Investment Type.jpg

... but I can't find anything in Ranking Rules to identify the Investment Type.

Outcomes