Track your key investments

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 6분

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

    시작하기 전에

    Role required: it_project_manager or it_project_user

    프로시저

    1. Navigate to All > Project > Investment Portal.
    2. From the My Investment Views page, create an investment report and navigate to Investment Portal.
    3. Use the following banner icons.
      IconDescription
      Home Icon to return to the My Investment Views page Return to the My Investment Views page.
      Investment Portal list Select another board to view its details on Investment Portal.
      Save Icon to save the board preferences. Save your board preferences.
      Bookmark Icon to bookmark a board Add the board to the Bookmarked tab on the My Investment Views page.
      Edit Icon to edit the filter criteria of the board 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.
      Copy Icon to copy the filter criteria of the board Copy the filter criteria of the board to create another investment board.
      Delete Icon to delete a board Delete the board if it is no longer needed. This option is available to you only if you are the owner of the board.
      Users/Groups Icon used to share board with other users and groups 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.
      주:
      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.
      Widget Configuration Icon used to configure widgets on the investment board 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.
    4. Perform the following actions in the Overview, Timeline, and Financials tabs.
      OptionAction
      To segregate data based on a group-level column Drag the column heading to this locationIcon to segregate data based on a group-level column. This option is available in both the Overview and Financials tabs.
      To view details of a project Right-click the name of the project and select View Project. This option is available in the Overview tab only.
      To view details of a demand Right-click the name of the demand and select View Demand. This option is available in the Timeline tab only.
      To view details of a cost plan Right-click the name of the cost plan and select View Cost Plan. This option is available in the Financials tab only.
      To view Planning tab on the Project Workbench Right-click the name of the project and select View Planning Console. This option is available in the Timeline tab only.
      To sort records Select the name of the column header. This option is available in both the Overview and Financials tabs.
      To pin or apply filter on a column Use the Menu icon over the column. This option is available in both the Overview and Financials tabs.
      To view details of the grid in a yearly, quarterly, and monthly format Select theYear/Quarter/Month option, which is available in both the Timeline and Financials tabs.
      To add a column in any tab Select the Configuration 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.
          주:
          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.
      To hide a column from any tab
      1. Select the Configuration Icon to hide a column in any tab icon.
      2. Deselect the check box of the column to be hidden.
      주:
      You can view a CSM column in an Investment Portal board, but you cannot add such columns in the board.
      To reset to the default grid layout
      1. Select the Configuration Icon to hide a column in any tab icon.
      2. Select Reset to defaults.
      To generate an excel report of the investment board
      1. Select the Configuration Icon to hide a column in any tab icon.
      2. Select Export to excel.