---
sourceDocument: Xanadu Customer Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/xanadu/customer-service-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Create an investment board on the CSM Investment Portal

# Create an investment board on the CSM Investment Portal {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create an investment board on the CSM Investment Portal and add the desired customer
service project-specific information.

## Before you begin

Role required: customer project manager (it_project_manager +
sn_customerservice.projectmanager)

## Procedure

1. Navigate to AllCustomer ServiceProjectsInvestment Portal.
2. Click New.
3. Fill in the fields on the Create New pop-up window.  
   For more information about these fields, see [Create an investment
   board](https://www.servicenow.com/docs/access?context=create-an-investment-report&version=xanadu&pubname=xanadu-it-business-management&ft:locale=en-US).
4. Click Create.  
   Once the investment board is created, it opens up in the CSM Investment Portal page.

*[\>]: and then