Customer Service Investment Portal

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • The Customer Service Management integration with Project Portfolio Management provides access to a CSM-specific view of the Investment Portal, which displays customer projects.

    Use the CSM Investment Portal to do the following:
    • Add CSM-specific columns to investment boards
    • Add filters to CSM-specific columns on investment boards

    You can view both customer projects and IT projects in the IT Investment Portal. For more information, see Investment Portal in the Project Management documentation.