Configure your investment metrics as widgets

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：1分

    • Configure investment metrics based on your business requirements. These metrics appear as widgets on the Investment Portal page.

    始める前に

    Role required: pps_admin

    手順

    1. Navigate to All > Project Administration > Investment Portal Widgets.
    2. Select New.
    3. On the form, fill in the fields.
      For more information, see Portal board widget form.
    4. Select Submit.