Investment Portal

  • Release version: Zurich
  • Updated July 31, 2025
  • 2 minutes to read
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    Summary of Investment Portal

    Investment Portal is designed to help ServiceNow customers efficiently manage and report on projects and demands by providing a comprehensive, intuitive interface. It consolidates financials, deadlines, and key metrics to improve visibility and control over investments, enabling on-time completion within budget. The portal reduces the manual effort of gathering status updates and generating reports by allowing users to create, share, and customize investment boards.

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    Key Features

    • Investment Boards: Create personalized investment boards using filter criteria to focus on relevant projects and demands. Boards can be cloned, modified, and shared with stakeholders to streamline communication and monitoring.
    • Banner Icons: Easily edit, copy, delete, bookmark, and share boards via the portal header for quick collaboration.
    • Investment Widgets: Configure widgets to display critical metrics such as total cost, actual cost, and budget, tailored to your business needs.
    • Key Tabs:
      • Overview: Provides a high-level summary of projects and demands based on form fields.
      • Timeline: Displays Gantt charts with milestones and dependencies for visual schedule tracking.
      • Financials: Offers detailed cost breakdowns by year, month, and quarter, accessible to users with the itprojectmanager role.
    • My Investment Views: Centralizes access to all important investment boards in one location for easy navigation.

    Performance Considerations

    The portal performs optimally when managing around 50 projects or demands, each with 10 to 15 associated cost plans. Since there is no hard limit on records fetched, defining queries to fetch a manageable number of records is recommended to maintain responsiveness.

    Practical Benefits

    • Streamlines tracking and reporting by consolidating project and demand financials and schedules in one place.
    • Enhances collaboration through shareable, customizable boards.
    • Supports strategic planning with timeline and financial breakdown views for short- and long-term investment monitoring.
    • Reduces manual reporting effort, enabling faster insight generation and decision-making.

    Completing projects and demands on time within budget is a challenge. Investment Portal gives you a comprehensive view of project and demand financials, deadlines, and other important metrics in an intuitive user interface that makes project and demand management more efficient.

    Tracking and managing your investments (both projects and demands) and then creating investment reports and sharing them through email is time consuming and inefficient. To generate a report you must obtain the status of projects and demands from project and demand managers, produce the report, and then email it.

    With Investment Portal you can create an investment board through filter definition, and share it with other stakeholders. You can save time on new investments by creating, cloning, or modifying boards as needed. Filtering makes it easy to surface information on the fly and for reporting.

    Here are a few examples showing how Investment Portal can make managing and reporting more efficient:
    • If you are launching an application store, you can monitor overall program progress and surface projects that are creating bottlenecks.
    • For a new business application you can review and edit the investment roadmap for the next few weeks, months, or years.
    • For a key strategic initiative, you can review what was accomplished in the previous year and plan for the next eighteen months.

    Investment Portal is divided into the following sections:

    Banner icons
    You can edit, copy, delete, bookmark, and share your investment board with other members and groups using the banner icons on the header of Investment Portal. See Track your key investments for more information.banner icons
    Investment widgets
    You can view important metrics like total cost, actual cost, and budget with investment widgets that can be configured.

    Screen capture of investment widgets

    Key tabs
    You can track important aspects of your projects and demands in one location using the following tabs.
    • Overview: A high-level summary of your projects and demands. The information in the grid is based on the project and demand form fields.
    • Timeline: Key milestones in a Gantt view. Gantt view provides an overview of projects using graphical elements such as lines and bars to show dependencies and lengths of tasks.

      The Work Breakdown Structure (WBS) in the tab displays only milestones and key milestones.

    • Financials: A detailed breakdown of project and demand costs in yearly, monthly, and quarterly formats, and based on cost plans associated to your projects and demands.

      The tab is displayed only to the user who has the it_project_manager role.

    Note:

    Investment Portal’s loading time directly depends on number of demands or projects and their related entities like cost plans and breakdowns, that match with the defined query. Typically, the board's performance is optimal with approximately 50 projects or demands, with each project containing 10 to 15 cost plans.

    The application doesn't restrict the number of records being fetched. So, users are recommended to define the query in such a way that optimal number of records are fetched to ensure that the performance is not affected.