Create an investment board on the CSM Investment Portal

---
title: Create an investment board on the CSM Investment Portal
description: Create an investment board on the CSM Investment Portal and add the desired customer service project-specific information.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/customer-service-management/csm-ppm-create-investment-portal.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Customer Service Investment Portal, Integrating with Customer Project Management, Integrate, Customer Service Management]
---

# Create an investment board on the CSM Investment Portal

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 **All** > **Customer Service** > **Projects** > **Investment 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://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/create-an-investment-report.md).

4.  Click **Create**.

    Once the investment board is created, it opens up in the CSM Investment Portal page.