Major and Standard Investment Screen Guide

Viewing and Submitting Major and Standard Investment Data

Note that the Major and Standard Investment screens operate in the same manner, accordingly, this guide serves to provide directions for both.

1. To access the Major or Standard Investment screen, select the desired option from the CPIC menu on the left.

2. When the screen opens, select the desired investment from the drop-down provided.

3. The General tab provides the Title and UII for the selected investment. The Title serves as a link to the investment detail page.

• To add CPIC Comments, select the 'Edit' button at the top of the Details tab.
• When edits have been made, remain on the tab and select the 'Save' button.

4. The Details tab provides an overview of the investment. To edit the investment's ROI or IPT Representative, select the 'Edit' button at the top of the Details tab.

• When edits have been made, remain on the tab and select the 'Save' button.

5. The Life Cycle Cost tab displays all cost information for the selected investment. 

6. The Risks tab displays all Risks associated with the selected Investment

• For information regarding how to navigate and update this tab, please read this article.

7. The Projects tab displays an overview of all projects assigned to the selected investment.

• For information regarding how to navigate and update this tab, please read this article.  

8. The Analysis tab displays information regarding the Operational Analysis of the selected investment.  To edit these fields, select the 'Edit' button at the top of the screen.

• • When edits have been made, remain on the tab and select the 'Save' button.

9. The Metrics tab displays all Performance Metrics associated with the selected investment.

• For more information regarding how to navigate and update this tab, please read this article.

10. The Metric Actuals tab displays a list grid of previously submitted Actuals for the investment.

11. The Submission History tab displays data for all previous submission attempts.  This tab is also used to submit to the ITDB.

• For information regarding how to Submit to the ITDB and navigate this tab, please read this article.