Configure your investment metrics as widgets

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Configure investment metrics based on your business requirements. These metrics appear as widgets on the Investment Portal page.

    Before you begin

    Role required: pps_admin

    Procedure

    1. Navigate to All > Project Administration > Investment Portal Widgets.
    2. Select New.
    3. On the form, fill in the fields.
      For more information, see Portal board widget form.
    4. Select Submit.