Create an investment board
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
Navigate to All > Project > Investment Portal.
On the My Investment Views page, select New.
In the Create new window, fill in the fields
For more information, see Investment board form.
Note: Using Tags as a filter criteria might not fetch all the required tabs to work on investments.
Select Create to create the form.
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.
Parent Topic:Investment Portal
Related topics
View all your investment boards in one location