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Form field information for Project Management › Project Management reference › Project Management › Project Portfolio Management › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Investment board form

Learn about the fields of investment board form.

FieldDescription
NameName for the investment board.
TypeLevel to filter projects and demands. - Portfolio: When selected, projects and demands matching that type are displayed. - Program: When selected, projects and demands matching that type are displayed. - Demands/Projects: When selected, demands and projects matching that type are displayed, and are not bound to any particular portfolio or program.
Portfolio

Name of the portfolio from which the projects and demands are filtered.

This option is available only when Type is Portfolio.

Program

Name of the program from which the projects and demands are filtered.

This option is available only when Type is Program.

Demand/Projects

Option to specify filter criteria for projects and demands. Note:

  • If no filter criteria is specified for demand, then no demands are retrieved. Similarly, if no filter criteria is specified for project, then no projects are retrieved.
  • You can view a CSM column in an Investment Portal board, but you cannot add a filter on such columns in the board.
Active projects and demands

Check box to filter only active projects and demands.

This option is available only when Type is Portfolio or Program.

Related topics

Create an investment board