Please note investments are added based on the defined Investment Categories in Administration > Investment Categories. Investments


You can then Add the investment per defined investment category on the Idea Investments section displayed below:



You can view the investments in the following sections:


  • Idea Dashboard - This will display the value captured under Actual per investment type Click here.
  • Ideas Export - This is on Administration > Export > Add Ideas Export. The investments will be calculated as Once Off Costs which is calculated as detailed in this article: Click here