View all your investment boards in one location
Display all your important investment boards in a single location using the My Investment views page.
When you open the Investment Portal module, you start in the My Investments Views page where you can:
- Create investment boards using filter conditions.
- View widgets on an investment board.
- Search for an investment board by the name or owner.
- View boards in different color bands based on the applied filter, such as portfolio or program. For example, the green color band on the card, in the following screen shot, indicates that the projects and demands are filtered by a portfolio.
- Drill down an investment board to review its projects and demands in terms of cost, schedule, and scope.
Tabs
Access investment boards more quickly by using tabs.
- Recent: Recently accessed investment boards.
- Bookmarked: Bookmarked investment boards.
- Created by me: Investment boards you own.
- Shared to me: Investment boards that are shared with you.
Investment board
Key details of an investment board include:
- Row 1: Name, owner, and type of the board.
- Row 2: Some out-of-box investment metrics. The number of metrics displayed in this row is fixed, but you can configure which metrics are displayed,
Image omitted: configureinvestmentmetrics.png
Investment board
Investment board
Parent Topic:Investment Portal
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