The Investment Class attribute is not yet available for Ideas out of the box. It is a financial attribute and Ideas do not fully support financial processing.
Financial Fields that are copied over when converting an idea to a project are included below (The below applies if you check Copy Financial Properties and Financial Plans in the conversion process)
- All the cost plans for the idea (created manually or auto-populated, plan-of-record or not)
- Any linked benefit plan
Workaround: To work around this behavior when converting an idea to a project, see TEC1998952.
To request a change in the behavior we encourage you to submit an idea on the CA Communities site.