Investment board form

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 2분

    • Learn about the fields of investment board form.

    표 1. Investment board form
    Field Description
    Name Name for the investment board.
    Type Level 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.
    주:
    • 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.