---
title: Track your key investments
description: Track and analyze the cost, schedule, and scope of your investments in one place using Investment Portal.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/ppm-collaboration/use-investment-portal.html
release: australia
product: PPM Collaboration
classification: ppm-collaboration
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 4
breadcrumb: [Investment Portal, Project Portfolio Management, Strategic Portfolio Management]
---

# Track your key investments

Track and analyze the cost, schedule, and scope of your investments in one place using Investment Portal.

## Before you begin

Role required: it\_project\_manager or it\_project\_user

## Procedure

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

2.  From the My Investment Views page, [create an investment report](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/ppm-collaboration/create-an-investment-report.md) and navigate to Investment Portal.

3.  Use the following banner icons.

<table id="choicetable_o5m_qtt_jdb"><thead><tr><th align="left" id="d189097e87">

Icon

</th><th align="left" id="d189097e90">

Description

</th></tr></thead><tbody><tr><td id="d189097e96">

**Home \[Omitted image "HomeIcon.png"\] Alt text: Icon to return to the My Investment Views page**

</td><td>

Return to the My Investment Views page.

</td></tr><tr><td id="d189097e111">

**\[Omitted image "investment-portal-dropdown.png"\] Alt text: Investment Portal list**

</td><td>

Select another board to view its details on Investment Portal.

</td></tr><tr><td id="d189097e126">

**Save \[Omitted image "save\_icon.png"\] Alt text: Icon to save the board preferences.**

</td><td>

Save your board preferences.

</td></tr><tr><td id="d189097e141">

**Bookmark \[Omitted image "bookmark.png"\] Alt text: Icon to bookmark a board**

</td><td>

Add the board to the **Bookmarked** tab on the My Investment Views page.

</td></tr><tr><td id="d189097e160">

**Edit \[Omitted image "edit\_investment.png"\] Alt text: Icon to edit the filter criteria of the board**

</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.

</td></tr><tr><td id="d189097e175">

**Copy \[Omitted image "copy\_investment.png"\] Alt text: Icon to copy the filter criteria of the board**

</td><td>

Copy the filter criteria of the board to create another investment board.

</td></tr><tr><td id="d189097e190">

**Delete \[Omitted image "delete\_investment.png"\] Alt text: Icon to delete a board**

</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.

</td></tr><tr><td id="d189097e205">

**Users/Groups \[Omitted image "share\_users.png"\] Alt text: Icon used to share board with other users and groups**

</td><td>

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:

1.  Click the **User** list.
2.  Click **Add members**.
To share the board with other groups:

 1.  Click the **Groups** list.
2.  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.

</td></tr><tr><td id="d189097e256">

**Widget Configuration \[Omitted image "configuration\_investment.png"\] Alt text: Icon used to configure widgets on the investment board**

</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.

</td></tr></tbody>
</table>4.  Perform the following actions in the **Overview**, **Timeline**, and **Financials** tabs.

<table id="choicetable_ich_t5v_fdb"><thead><tr><th align="left" id="d189097e304">

Option

</th><th align="left" id="d189097e307">

Action

</th></tr></thead><tbody><tr><td id="d189097e313">

**To segregate data based on a group-level column**

</td><td>

Drag the column heading to this location\[Omitted image "drag\_area.png"\] Alt text: Icon to segregate data based on a group-level column. This option is available in both the **Overview** and **Financials** tabs.

</td></tr><tr><td id="d189097e334">

**To view details of a project**

</td><td>

Right-click the name of the project and select **View Project**. This option is available in the **Overview** tab only.

</td></tr><tr><td id="d189097e349">

**To view details of a demand**

</td><td>

Right-click the name of the demand and select **View Demand**. This option is available in the **Timeline** tab only.

</td></tr><tr><td id="d189097e364">

**To view details of a cost plan**

</td><td>

Right-click the name of the cost plan and select **View Cost Plan**. This option is available in the **Financials** tab only.

</td></tr><tr><td id="d189097e380">

**To view Planning tab on the Project Workbench**

</td><td>

Right-click the name of the project and select **View Planning Console**. This option is available in the **Timeline** tab only.

</td></tr><tr><td id="d189097e395">

**To sort records**

</td><td>

Select the name of the column header. This option is available in both the **Overview** and **Financials** tabs.

</td></tr><tr><td id="d189097e410">

**To pin or apply filter on a column**

</td><td>

Use the **Menu** icon over the column. This option is available in both the **Overview** and **Financials** tabs.

</td></tr><tr><td id="d189097e428">

**To view details of the grid in a yearly, quarterly, and monthly format**

</td><td>

Select the**Year/Quarter/Month** option, which is available in both the **Timeline** and **Financials** tabs.

</td></tr><tr><td id="d189097e446">

**To add a column in any tab**

</td><td>

Select the **Configuration** \[Omitted image "configuration\_investment.png"\] Alt text: Icon to add a column in any tab icon. 1.  Select **Add column**.
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.


</td></tr><tr><td id="d189097e528">

**To hide a column from any tab**

</td><td>

1.  Select the **Configuration** \[Omitted image "configuration\_investment.png"\] Alt text: Icon to hide a column in any tab icon.
2.  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.

</td></tr><tr><td id="d189097e559">

**To reset to the default grid layout**

</td><td>

1.  Select the **Configuration** \[Omitted image "configuration\_investment.png"\] Alt text: Icon to hide a column in any tab icon.
2.  Select **Reset to defaults**.


</td></tr><tr><td id="d189097e589">

**To generate an excel report of the investment board**

</td><td>

1.  Select the **Configuration** \[Omitted image "configuration\_investment.png"\] Alt text: Icon to hide a column in any tab icon.
2.  Select **Export to excel**.


</td></tr></tbody>
</table>
**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]()

[Create an investment board]()

[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)