Investment Portal
Summarize
Summary of Investment Portal
The Investment Portal provides a streamlined approach to manage project and demand financials, deadlines, and metrics, enhancing efficiency in project management. Starting with the Australia release, the portal is designated for future deprecation but will remain supported. Users are encouraged to transition to the Portfolio Planning module or Workspace for a more interactive experience.
Show less
Key Features
- Investment Board Creation: Users can create, clone, or modify boards to manage investments efficiently.
- Filtering: Quickly surface relevant information for reporting and decision-making.
- Investment Widgets: View key financial metrics like total and actual costs, along with budgets, through configurable widgets.
- Key Tabs: Access important project and demand details through tabs such as Overview, Timeline, and Financials. The Financials tab is exclusive to users with the itprojectmanager role.
Key Outcomes
By utilizing the Investment Portal, ServiceNow customers can expect improved efficiency in tracking investments, reducing time spent on report generation, and enhancing collaboration with stakeholders. The portal allows for a consolidated view of all investment boards, enabling better management and analysis of costs, schedules, and scopes within the organization.
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.
Starting with the Australia release, the Investment Portal is being prepared for future deprecation. It will be hidden and no longer available for installation but will continue to be supported. For details, see the Deprecation Process [KB0867184] article in the Now Support knowledge base. Use Portfolio Planning module in Strategic Planning (for Pro license) or Portfolio Planning Workspace (for standard license) to experience a more interactive and strategically aligned way to manage portfolios.
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.