Investment Portal (commonly known as Gantt Chart)
In London there is no longer a Project Status Portal. This functionality was replaced with the Investment Portal. The Project Status Portal module on the left hand nav will be replaced with Investment Portal. More information on the Investment Portal can be found in ServiceNow Documentation – Investment Portal
NOTE: Project Status Portals you have already created will be made into Investment Portals. If you have created a bookmark directly to a Project Status Portal, it will no longer work.
VIDEO: How to create, modify, and share an Investment Portal
Creating a Investment Portal View
To create an Investment Portal,
- From any list view of project, click “Create Investment Portal” link below the list.
- From the left hand nav, select Investment Portal. Click the New button. (Using this option will require building the list of project through filters and not seeing the list first. Option 1 is recommended.)
Edit existing Investment Portals
To edit an existing Investment Portal, select Investment Portal from the left hand nav. Select an Investment Portal you have created. (You are unable to edit Investment Portals shared with you)
From this view you can make several changes, of which the most common are:
Change the Projects shown
) and change the filter you want applied to the list of ProjectsAdd or remove columns
) and check off the columns you want to add or removeChange the order of columns
Group columns
Sort by column
Note: You must save an Investment Portal changes by clicking the Save icon (
)
Share an Investment Portal
Click the Users/Groups icon (
) and select the user or group you wish to share the Investment Portal with.
Copy an Investment Portal
As mentioned above, you are unable to edit Investment Portals shared with you. If you wish to make a copy of a shared portal to make your own, click the Copy icon (
)