Configure your investment metrics as widgets

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

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

    Antes de Iniciar

    Role required: pps_admin

    Procedimento

    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.