> For the complete documentation index, see [llms.txt](https://docs.hivel.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.hivel.ai/configurations/investment-configurations.md).

# Investment Configurations

### Investment Field Mapping

Map fields from your project management tool to accurately track effort, products/initiatives, allocation, and delivery across projects.

#### Product and Allocation Mapping

This is where the fields for Product and Allocation can be set. Read more about the feature [here](/using-hivel/investment/how-to-set-up-products-and-allocation-tabs-in-the-investment-screen.md).

<div data-with-frame="true"><figure><img src="https://3057781534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5KAIOUWph0JLSgQqbzyT%2Fuploads%2FkD3Xuqlm1eL1ajatywRY%2Fimage.png?alt=media&amp;token=99b193e7-a47d-4980-9dd0-b6e94068a4c5" alt="" width="563"><figcaption></figcaption></figure></div>

#### Effort estimates

Select the custom field(s) that represent efforts in your project management tool.

<figure><img src="https://3057781534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5KAIOUWph0JLSgQqbzyT%2Fuploads%2FHtGs1ncmQJUfBx1IHITv%2Fimage.png?alt=media&amp;token=521052c4-3fac-4ac6-b9f9-55f1f30d85e3" alt=""><figcaption></figcaption></figure>

#### Epic

Select the custom field that represents epics in your project management tool.

<figure><img src="https://3057781534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5KAIOUWph0JLSgQqbzyT%2Fuploads%2F3VlxQHw1BONK08EwhqYz%2Fimage.png?alt=media&amp;token=bc89c456-a917-45e3-b4f2-b7cd9b1e4484" alt=""><figcaption></figcaption></figure>

#### Sprint

Select the custom field that represents sprints in your project management tool.

<figure><img src="https://3057781534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5KAIOUWph0JLSgQqbzyT%2Fuploads%2FEsdMr7wHgjJLOmJqrQbN%2Fimage.png?alt=media&amp;token=6be25aab-dcf9-47f1-8d34-998e767b9fec" alt=""><figcaption></figcaption></figure>

### Effort Data Type

Define the effort type that is being used in your team. This will enable the metrics related to these to be calculated accordingly.

<div data-with-frame="true"><figure><img src="https://3057781534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5KAIOUWph0JLSgQqbzyT%2Fuploads%2FIG37k9iZhmivBdyjpdV3%2Fimage.png?alt=media&amp;token=96a072af-fc0b-4d8c-87f2-f86b1cbfe88a" alt="" width="563"><figcaption></figcaption></figure></div>

### Show Subtasks in Work Items

When enabled, subtasks are counted on the Investment screen's Work Items tab. Disable to align Work Items counts with the Delivery tab, which never counts subtasks.

<figure><img src="https://3057781534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5KAIOUWph0JLSgQqbzyT%2Fuploads%2Fj8PvfPfsZSQ6gL8SuNMR%2Fimage.png?alt=media&amp;token=2918add7-f8fa-49d2-80ef-4665f5a85f71" alt=""><figcaption></figcaption></figure>