Configure your investment metrics as widgets

task australia Updated Sep 10, 2026 1 min read configure-investment-metrics.md
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Configure investment metrics based on your business requirements. These metrics appear as widgets on the Investment Portal page.

Before you begin

Role required: pps_admin

Procedure

  1. Navigate to All > Project Administration > Investment Portal Widgets.

  2. Select New.

  3. On the form, fill in the fields.

    For more information, see Portal board widget form.

  4. Select Submit.

Parent Topic:Investment Portal

Related topics

View all your investment boards in one location

Create an investment board

Track your key investments

Investment Portal

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