---
sourceDocument: Zurich Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/it-business-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Create an investment board

# Create an investment board {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

View the projects and demands that are important to you by creating a personalized
investment board using filter criteria you define.

## Before you begin

Role required: it_project_manager, it_project_user, or sn_ppm_finance_read

## Procedure

1. Navigate to AllProjectInvestment Portal.
2. On the My Investment Views page, select New.
3. In the Create new window, fill in the fields  
   For more information, see [Investment board form](https://www.servicenow.com/docs/OE4HUvxUxtw5yeIgHloUGQ "Learn about the fields of investment board form.").  
   Note:  
   Using Tags as a filter criteria might not fetch all the required tabs to work on investments.
4. Select Create to create the form.

## Result

Once your investment board is created, it opens up in the Investment Portal page.  
Note:  
By default, the investment board contains those widgets that have Include by default check box [selected](https://www.servicenow.com/docs/5lWaN4O_puWTz8XEsq~f5Q "Configure investment metrics based on your business requirements. These metrics appear as widgets on the Investment Portal page."). You can add or remove widgets from your investment board by using [Widget
Configuration](https://www.servicenow.com/docs/jC9drWrs2Tm7GiI9jNP15A#use-investment-portal__image_cwc_2xh_ycb).
**Related concepts**   

* [View all your investment boards in one location](https://www.servicenow.com/docs/DV5uh273srLIin7uQsrygA "Display all your important investment boards in a single location using the My Investment views page.")
* [Investment Portal](https://www.servicenow.com/docs/h9KkPZIMhhIKJ52PORAPdg "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.")  
**Related tasks**   

* [Track your key investments](https://www.servicenow.com/docs/jC9drWrs2Tm7GiI9jNP15A "Track and analyze the cost, schedule, and scope of your investments in one place using Investment Portal.")
* [Configure your investment metrics as widgets](https://www.servicenow.com/docs/5lWaN4O_puWTz8XEsq~f5Q "Configure investment metrics based on your business requirements. These metrics appear as widgets on the Investment Portal page.")

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