---
sourceDocument: Xanadu Customer Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/customer-service-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Customer Service Investment Portal

# Customer Service Investment Portal {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

The Customer Service Management integration with Project Portfolio Management provides
access to a CSM-specific view of the Investment Portal, which displays customer projects.
Use the CSM Investment Portal to do the following:

* Add CSM-specific columns to investment boards
* Add filters to CSM-specific columns on investment boards
{#csm-ppm-investment-portal__ul_yrn_fjf_ymb}

You can view both customer projects and IT projects in the IT Investment Portal. For more information, see [Investment Portal](https://www.servicenow.com/docs/access?context=investment-portal&version=xanadu&pubname=xanadu-it-business-management&ft:locale=en-US) in the Project Management documentation.