---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Configure your investment metrics as widgets

# Configure your investment metrics as widgets {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 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 AllProject AdministrationInvestment Portal Widgets.
2. Select New.
3. On the form, fill in the fields.  
   For more information, see [Portal board widget form](https://servicenow-prod.fluidtopics.net/aeqjo0CKn_EiH41OBN2f3A "Learn about the fields of portal board widget form.").
4. Select Submit.
{#configure-investment-metrics__steps_xv5_wqv_msb}
**Related concepts**   

* [View all your investment boards in one location](https://servicenow-prod.fluidtopics.net/imEdK6oSOWf2na2UvJOESg "Display all your important investment boards in a single location using the My Investment views page.")
* [Investment Portal](https://servicenow-prod.fluidtopics.net/L~Ycn8fN5MsUEhfAIw~P7A "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.")  
**Related tasks**   

* [Create an investment board](https://servicenow-prod.fluidtopics.net/44OAlqwaVz3ohxyPZzycxQ "View the projects and demands that are important to you by creating a personalized investment board using filter criteria you define.")
* [Track your key investments](https://servicenow-prod.fluidtopics.net/GEGcp2uO3dQW~QdoIzr5_Q "Track and analyze the cost, schedule, and scope of your investments in one place using Investment Portal.")

*[\>]: and then