Create an investment board

  • Release version: Xanadu
  • Updated August 1, 2024
  • 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
      FieldDescription
      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.
      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.
      Note:
      • 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.
      Active projects and demands

      Check box to filter only active projects and demands.

      This option is available only when Type is Portfolio or Program.
      Create Option to complete the creation of investment board.
      Note:
      Using Tags as a filter criteria might not fetch all the required tabs to work on investments.

    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.