Investment Portal
Summarize
Summary of Investment Portal
Investment Portal is designed to help ServiceNow customers efficiently manage and monitor projects and demands by providing a comprehensive view of financials, deadlines, and key metrics within an intuitive interface. It simplifies tracking investments and producing reports, which traditionally require manual status gathering and emailing. Investment Portal enables creating, cloning, modifying, and sharing investment boards via filters, streamlining information access and reporting for various investment scenarios such as program progress monitoring, roadmap reviews, and strategic planning.
Show less
Key Features
- Investment Boards: Create personalized boards using filter criteria to focus on relevant projects and demands. Boards can be edited, copied, deleted, bookmarked, and shared with other users or groups using banner icons.
- Investment Widgets: Configure and display key metrics such as total cost, actual cost, and budget as widgets on the portal page, tailored to business needs.
- Key Tabs:
- Overview: High-level summary of projects and demands based on form fields.
- Timeline: Gantt view showing milestones and dependencies, including a Work Breakdown Structure (WBS) highlighting key milestones.
- Financials: Detailed cost breakdowns in yearly, monthly, and quarterly formats, visible to users with the itprojectmanager role.
- My Investment Views: Access and display all important investment boards in one centralized location for easy management.
Performance Considerations
Board loading time depends on the number of projects, demands, and related entities such as cost plans. Optimal performance is generally achieved with about 50 projects or demands, each having 10 to 15 cost plans. Customers are encouraged to define queries that fetch an optimal number of records to maintain performance.
Benefits for ServiceNow Customers
- Streamlines investment management by consolidating key project and demand data in one place.
- Reduces manual effort in generating and sharing investment reports.
- Facilitates real-time tracking and analysis of cost, schedule, and scope, improving decision-making and visibility.
- Supports customization and sharing of investment views to match organizational needs and stakeholder collaboration.
Completing projects and demands on time within budget is a challenge. Investment Portal gives you a comprehensive view of project and demand financials, deadlines, and other important metrics in an intuitive user interface that makes project and demand management more efficient.
Tracking and managing your investments (both projects and demands) and then creating investment reports and sharing them through email is time consuming and inefficient. To generate a report you must obtain the status of projects and demands from project and demand managers, produce the report, and then email it.
With Investment Portal you can create an investment board through filter definition, and share it with other stakeholders. You can save time on new investments by creating, cloning, or modifying boards as needed. Filtering makes it easy to surface information on the fly and for reporting.
- If you are launching an application store, you can monitor overall program progress and surface projects that are creating bottlenecks.
- For a new business application you can review and edit the investment roadmap for the next few weeks, months, or years.
- For a key strategic initiative, you can review what was accomplished in the previous year and plan for the next eighteen months.
Investment Portal is divided into the following sections:
- Banner icons
- You can edit, copy, delete, bookmark, and share your investment board with other members
and groups using the banner icons on the header of Investment Portal. See Track your key investments for more information.
- Investment widgets
- You can view important metrics like total cost, actual cost, and budget with investment
widgets that can be configured.
- Key tabs
- You can track important aspects of your projects and demands in one location using the following tabs.
- Overview: A high-level summary of your projects and demands. The information in the grid is based on the project and demand form fields.
- Timeline: Key milestones in a Gantt view. Gantt view provides an
overview of projects using graphical elements such as lines and bars to show dependencies
and lengths of tasks.
The Work Breakdown Structure (WBS) in the tab displays only milestones and key milestones.
- Financials: A detailed breakdown of project and demand costs in
yearly, monthly, and quarterly formats, and based on cost plans associated to your projects
and demands.
The tab is displayed only to the user who has the it_project_manager role.
Investment Portal’s loading time directly depends on number of demands or projects and their related entities like cost plans and breakdowns, that match with the defined query. Typically, the board's performance is optimal with approximately 50 projects or demands, with each project containing 10 to 15 cost plans.
The application doesn't restrict the number of records being fetched. So, users are recommended to define the query in such a way that optimal number of records are fetched to ensure that the performance is not affected.