Customer Service Investment Portal

---
title: Customer Service Investment Portal
description: The Customer Service Management integration with Project Portfolio Management provides access to a CSM-specific view of the Investment Portal, which displays customer projects.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/csm-ppm-investment-portal.html
release: australia
topic_type: concept
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Integrating with Customer Project Management, Integrate, Customer Service Management]
---

# Customer Service Investment Portal

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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/it-business-management/investment-portal.md) in the Project Management documentation.