Customer Service Investment Portal

concept brazil Updated Sep 10, 2026 1 min read csm-ppm-investment-portal.md
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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 in the Project Management documentation.

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