How to select an Investment model

You would like to select an Investment model, let's see how


  1. In the requests list, find the request in question and open it.

  2. While in the form, look for the Investment model property (name may vary in your organization’s environment) and select a model for it. The Investment model tab should then appear.

When a request has entered the Project execution phase, the original Investment model become un-editable. Instead, a Post-Decision model will appear which is a duplicate of the original model. This is where you now add/remove/edit cash flow data for a request.

When a request has entered the Post-completion review phase, both Investment models become un-editable.