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Integrating with Customer Project Management › Integrate › Customer Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Customer Service Investment Portal

The Customer Service Management integration with Project Portfolio Management provides access to a CSM-specific view of the Investment Portal, which displays customer projects.

Use the CSM Investment Portal to do the following:

  • Add CSM-specific columns to investment boards
  • Add filters to CSM-specific columns on investment boards

You can view both customer projects and IT projects in the IT Investment Portal. For more information, see Investment Portal in the Project Management documentation.