Select another board to view its details on Investment Portal.
Save
Image omitted: save_icon.png Icon to save the board preferences.</strong></td><td>
Save your board preferences.
Bookmark
Image omitted: bookmark.png Icon to bookmark a board</strong></td><td>Add the board to the <strong>Bookmarked</strong> tab on the My Investment Views page.</td></tr><tr><td id="d174225e160"><strong>Edit [Omitted image "edit_investment.png"] Alt text: Icon to edit the filter criteria of the board</strong></td><td>
Edit filter criteria of the board to further refine your list. This option is available to you only if you are the owner of the board.
Copy
Image omitted: copy_investment.png Icon to copy the filter criteria of the board</strong></td><td>
Copy the filter criteria of the board to create another investment board.
Delete
Image omitted: delete_investment.png Icon to delete a board</strong></td><td>
Delete the board if it is no longer needed. This option is available to you only if you are the owner of the board.
Users/Groups
Image omitted: share_users.png Icon used to share board with other users and groups</strong></td><td><p>Share your board with default preferences and settings to other users or groups. This option is available only to the owner of the board.To share the board with other users:</p>
Click the User list.
Click Add members. To share the board with other groups:
Click the Groups list.
Click Add groups. Note: When you share your board with a group, the only people who can view it are users with the roles it_project_user or it_project_manager.
Widget Configuration
Image omitted: configuration_investment.png Icon used to configure widgets on the investment board</strong></td><td>Configure widgets on the investment board. You can:- Show or hide widgets on the header.
- Select widgets from the list to display. Click Save to save the widget configuration on the board.
Perform the following actions in the Overview, Timeline, and Financials tabs.
Option
Action
To segregate data based on a group-level column
Drag the column heading to this location
Image omitted: drag_area.png Icon to segregate data based on a group-level column. This option is available in both the <strong>Overview</strong> and <strong>Financials</strong> tabs.</td></tr><tr><td id="d174225e334"><strong>To view details of a project</strong></td><td>Right-click the name of the project and select <strong>View Project</strong>. This option is available in the <strong>Overview</strong> tab only.</td></tr><tr><td id="d174225e349"><strong>To view details of a demand</strong></td><td>Right-click the name of the demand and select <strong>View Demand</strong>. This option is available in the <strong>Timeline</strong> tab only.</td></tr><tr><td id="d174225e364"><strong>To view details of a cost plan</strong></td><td>Right-click the name of the cost plan and select <strong>View Cost Plan</strong>. This option is available in the <strong>Financials</strong> tab only.</td></tr><tr><td id="d174225e380"><strong>To view Planning tab on the Project Workbench</strong></td><td>Right-click the name of the project and select <strong>View Planning Console</strong>. This option is available in the <strong>Timeline</strong> tab only.</td></tr><tr><td id="d174225e395"><strong>To sort records</strong></td><td>Select the name of the column header. This option is available in both the <strong>Overview</strong> and <strong>Financials</strong> tabs.</td></tr><tr><td id="d174225e410"><strong>To pin or apply filter on a column</strong></td><td>Use the <strong>Menu</strong> icon over the column. This option is available in both the <strong>Overview</strong> and <strong>Financials</strong> tabs.</td></tr><tr><td id="d174225e428"><strong>To view details of the grid in a yearly, quarterly, and monthly format</strong></td><td>Select the<strong>Year/Quarter/Month</strong> option, which is available in both the <strong>Timeline</strong> and <strong>Financials</strong> tabs.</td></tr><tr><td id="d174225e446"><strong>To add a column in any tab</strong></td><td><p>Select the <strong>Configuration</strong> [Omitted image "configuration_investment.png"] Alt text: Icon to add a column in any tab icon. 1. Select <strong>Add column</strong>.
2. In the Add column window, fill in the fields: 1. In Name, specify a name for the column. 2. In Select Column Type, the Demand/Project value is selected by default.
Note: You have an option to choose between Cost Plan and Demand/Project in the Select Column Type field in the Financial tab.
3. In **Demand column**, specify the column to be rendered from the Demand table.
4. In **Project column**, specify the column to be rendered from the Project table.
5. In **Cost Plan**, specify the value to be rendered. This option appears only in the **Financial** tab.
To hide a column from any tab
Select the Configuration
Image omitted: configuration_investment.png Icon to hide a column in any tab icon.</li>
Deselect the check box of the column to be hidden. Note: You can view a CSM column in an Investment Portal board, but you cannot add such columns in the board.
To reset to the default grid layout
Select the Configuration
Image omitted: configuration_investment.png Icon to hide a column in any tab icon.</li>
Select Reset to defaults.
To generate an excel report of the investment board
Select the Configuration
Image omitted: configuration_investment.png Icon to hide a column in any tab icon.</li>