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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure your investment metrics as widgets

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

Before you begin

Role required: pps_admin

Procedure

  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.

Parent Topic:Investment Portal

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Investment Portal