View all your investment boards in one location

---
title: View all your investment boards in one location
description: Display all your important investment boards in a single location using the My Investment views page.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/ppm-collaboration/my-investments-tabs.html
release: australia
product: PPM Collaboration
classification: ppm-collaboration
topic_type: concept
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Investment Portal, Project Portfolio Management, Strategic Portfolio Management]
---

# View all your investment boards in one location

Display all your important investment boards in a single location using the My Investment views page.

When you open the Investment Portal module, you start in the My Investments Views page where you can:

-   [Create investment boards using filter conditions](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/ppm-collaboration/create-an-investment-report.md).
-   [View widgets on an investment board](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/ppm-collaboration/configure-investment-metrics.md).
-   Search for an investment board by the name or owner.
-   View boards in different color bands based on the applied filter, such as portfolio or program. For example, the green color band on the card, in the following screen shot, indicates that the projects and demands are filtered by a portfolio.
-   Drill down an investment board to review its projects and demands in terms of cost, schedule, and scope.

## Tabs

Access investment boards more quickly by using tabs.

-   **Recent**: Recently accessed investment boards.
-   **Bookmarked**: Bookmarked investment boards.
-   **Created by me**: Investment boards you own.
-   **Shared to me**: Investment boards that are shared with you.

## Investment board

Key details of an investment board include:

-   **Row 1**: Name, owner, and type of the board.
-   **Row 2**: Some out-of-box investment metrics. The number of metrics displayed in this row is fixed, but you can [configure](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/ppm-collaboration/configure-investment-metrics.md) which metrics are displayed,

    \[Omitted image "configureinvestmentmetrics.png"\] Alt text: Investment board


**Parent Topic:**[Investment Portal](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/ppm-collaboration/investment-portal.md)

**Related topics**  


[Create an investment board]()

[Track your key investments]()

[Configure your investment metrics as widgets]()

[Investment Portal](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/ppm-collaboration/investment-portal.md)