---
title: Create an investment board
description: View the projects and demands that are important to you by creating a personalized investment board using filter criteria you define.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/ppm-collaboration/create-an-investment-report.html
release: australia
product: PPM Collaboration
classification: ppm-collaboration
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Investment Portal, Project Portfolio Management, Strategic Portfolio Management]
---

# 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

1.  Navigate to **All** > **Project** > **Investment Portal**.

2.  On the My Investment Views page, select **New**.

3.  In the Create new window, fill in the fields

    For more information, see [Investment board form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-management/investment-board-form.md).

    **Note:** Using **Tags** as a filter criteria might not fetch all the required tabs to work on investments.

4.  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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/ppm-collaboration/configure-investment-metrics.md). You can add or remove widgets from your investment board by using [Widget Configuration](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/ppm-collaboration/use-investment-portal.md).

**Parent Topic:**[Investment Portal](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/ppm-collaboration/investment-portal.md)

**Related topics**  


[View all your investment boards in one location]()

[Track your key investments]()

[Configure your investment metrics as widgets]()

[Investment Portal](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/ppm-collaboration/investment-portal.md)