The creation process for the Investment
Navigation: Menu > Apps > Search for the Investments App > Listview > Click on Create (+)
The fields which are in star mark are mandatory in the creation screen.
Create Investments
| Field name | Description | Mandatory |
| Investment Name | Enter the name of the Investment | Yes |
| Is Parent | User can click on the checkbox to opt the Investment as a Parent type | No |
| Investment Parent | Select the name of the parent Investment from the drop-down list | No |
Apply all the details and click on “Save”