Rally Software

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Product Announcement - Investments

  • 1.  Product Announcement - Investments

    Posted Jun 05, 2018 01:21 PM

    We are excited to announce that the new Investments functionality is in Open Beta. Investments will help our users connect strategy to execution with program level agility. With this new feature we are offering users a business centric view of work across projects and time boxes. Users will be able to associate financial information with a collection of work and they will be able to track their work in this context.


    Subscription admins will need to grant individual users access to investments. To do this the subscription admin can make an individual user an “Investment Admin” by checking the box next to this option in the edit user dialog.



    Other quick notes about this new Functionality:

    • The Investments page can be accessed through the navigation menus. New investments can be added directly from this page. Users can then associate work to the investment.

    • Users can then track the Investment as work and time progress. Currently we display percent done by story plan estimate, percent done by workdays, and percent child artifacts scheduled.

    • Users can also see work items associated with the Investment that have dependencies on other work items. To access this information, select the dependencies icon on the Investments QDP.


    Please see the investments help page for additional information about this new feature.


    As always please use the 'Feedback' button at the top right of the page and let us know your thoughts about this feature.