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

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Investment board form

# Investment board form {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura

Learn about the fields of investment board form.
{#investment-board-form__table_lxd_cv2_zfc__entry__2}

| Field | Description |
|-|-|
| Name | Name for the investment board. |
| Type | Level to filter projects and demands. * Portfolio: When selected, projects and demands matching that type are displayed. * Program: When selected, projects and demands matching that type are displayed. * Demands/Projects: When selected, demands and projects matching that type are displayed, and are not bound to any particular portfolio or program. {#investment-board-form__ul_mtl_szg_ycb} |
| Portfolio | Name of the portfolio from which the projects and demands are filtered. This option is available only when Type is Portfolio. |
| Program | Name of the program from which the projects and demands are filtered. This option is available only when Type is Program. |
| Demand/Projects | Option to specify filter criteria for projects and demands. Nota: * If no filter criteria is specified for demand, then no demands are retrieved. Similarly, if no filter criteria is specified for project, then no projects are retrieved. * You can view a CSM column in an Investment Portal board, but you cannot add a filter on such columns in the board. {#investment-board-form__ul_in4_dsv_msb} |
| Active projects and demands | Check box to filter only active projects and demands. This option is available only when Type is Portfolio or Program. |
[Tabela 1. Investment board form]

{#investment-board-form__table_lxd_cv2_zfc}
**Tarefas relacionadas**   

* [Create an investment board](https://servicenow-prod.fluidtopics.net/LyUM6cNwBm_B2xAsz6rcoA "View the projects and demands that are important to you by creating a personalized investment board using filter criteria you define.")