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.

Effort estimates

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

Epic

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

Sprint

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

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.

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.