Create an investment board

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

    • View the projects and demands that are important to you by creating a personalized investment board using filter criteria you define.

    Before you begin

    Role required: it_project_manager, it_project_user, or sn_ppm_finance_read

    Procedure

    1. Navigate to All > Project > Investment Portal.
    2. On the My Investment Views page, select New.
    3. In the Create new window, fill in the fields
      For more information, see Investment board form.
      Note:
      Using Tags as a filter criteria might not fetch all the required tabs to work on investments.
    4. Select Create to create the form.

    Result

    Once your investment board is created, it opens up in the Investment Portal page.
    Note:
    By default, the investment board contains those widgets that have Include by default check box selected. You can add or remove widgets from your investment board by using Widget Configuration.