Configure your investment metrics as widgets
task brazil Updated Sep 10, 2026 1 min read configure-investment-metrics.md
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
-
Navigate to All > Project Administration > Investment Portal Widgets.
-
Select New.
-
On the form, fill in the fields.
For more information, see Portal board widget form.
-
Select Submit.
Parent Topic:Investment Portal
Related topics
49 lines · 1.6 KB
---
title: Configure your investment metrics as widgets
description: Configure investment metrics based on your business requirements. These metrics appear as widgets on the Investment Portal page.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/it-business-management/ppm-collaboration/configure-investment-metrics.html
release: brazil
product: PPM Collaboration
classification: ppm-collaboration
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Investment Portal, Project Portfolio Management, Strategic Portfolio Management]
---
# Configure your investment metrics as widgets
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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/project-management/portal-board-widget-form.md).
4. Select **Submit**.
**Parent Topic:**[Investment Portal](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/ppm-collaboration/investment-portal.md)
**Related topics**
[View all your investment boards in one location]()
[Create an investment board]()
[Track your key investments]()
[Investment Portal](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/ppm-collaboration/investment-portal.md)
| title | Configure your investment metrics as widgets |
| description | Configure investment metrics based on your business requirements. These metrics appear as widgets on the Investment Portal page. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/it-business-management/ppm-collaboration/configure-investment-metrics.html |
| release | brazil |
| product | PPM Collaboration |
| classification | ppm-collaboration |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Investment PortalProject Portfolio ManagementStrategic Portfolio Management |