Content is mostly targeted around configuring the Investment Portal for customers needs.

Investment portal is a No-code custom UI which is configurable by the users. Below are few features of Investment portal:

Adding custom fields to Overview / Timeline / Financials

Use case: I have a custom field on Project and Demand and want to view the same on Investment portal Overview tab. Can I do it?

Solution: Yes. Click the Configuration icon on the grid.

1. In the Add column window, fill in the fields:
2. In Name, specify a name for the column
3. 1. In Project field, specify the field to be rendered from the Project table
   
   1. In Demand field, specify the field to be rendered from the Demand table

Adding new metrics

Customers can add new new widgets based on the business requirements to Investment portal. For adding new widgets, You need to answer 3 Questions:

• Question 1: What is aggregate type?
• Question 2: What is the "Project aggregate column" or "Demand aggregate column"?
• Question 3: Is there any "Project filter" or "Demand filter"?

Use case: We have a custom field “Estimate To Complete (ETC)” on Projects, my customer wants a widget showing the ETC of all the projects displayed in Investment portal. Can I get it as a widget?

Solution: Yes. As a "PPS Admin”, you can create create a widget by answering below questions and steps.

• Question 1: What is aggregate type? SUM
• Question 2: What is the “Project aggregate column”? Estimate to completion
• Question 3: Is there any project filter? NO filter (automatically the investment portal boards filter gets applied)

Use case: My customer wants to view the “Total cost of Projects displayed whose status is RED"

Solution:

• Question 1: What is aggregate type? SUM (Total cost of Projects in RED)
• Question 2: What is the “Project aggregate column”? Total planned cost
• Question 3: Is there any project filter? Status is RED (Total cost of Projects displayed whose status is RED*)*

Investment Portal Documentation

Labels:

• Project Portfolio Management