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Dashboards › Strategic Planning › Strategic Portfolio Management
Release: Australia · Updated: 2026-07-09 · Official documentation · View source

Using Dashboards in Strategic Planning Workspace

Using the Platform Analytics dashboards in Strategic Planning Workspace, you can monitor performance, track progress, and make informed decisions related to ideas, feedback, strategy, planning, and execution.

Roles required for managing dashboards

Access levelRequired roles
Read, duplicate, or share the Strategy Execution Dashboard and Execution Dashboardsn_align_core.ap_read_onlyNote: To view data in financial-related and capacity-planning-related widgets, users must have the appropriate roles.
Read, duplicate, or share the Product Idea Dashboard and Product Feedback Dashboardpf\_read
Edit the Strategy Execution Dashboard and Execution Dashboardadmin
Edit the Product Idea Dashboard and Product Feedback Dashboardadmin
Access levelRequired roles
Create dashboardssn\_align\_core.apw\_user
Edit dashboardssn_align_core.apw_userNote: You can edit dashboards that you own or those you’ve been granted permission to edit.

Note: You can create widgets in dashboards by configuring any available data source table in the ServiceNow AI Platform. However, you must have read access to the source tables to view key data, metrics, or visualizations.

For example, if you create a widget in a dashboard configuring the Cost Plan Breakdown table to display budget data, the budget summary is visible on the dashboard only if you have read access to the Cost Plan Breakdown table. Similarly, when you share this dashboard with a stakeholder, the stakeholder must also have read access to the Cost Plan Breakdown table to view the budget summary.

For more information on the required roles to manage Platform Analytics dashboards, see Platform Analytics dashboard roles.

  • View a dashboard
    View key data and metrics on a dashboard to monitor performance, track progress, and make informed decisions related to ideas, feedback, strategy, planning, and execution.
  • Duplicate a dashboard
    If the dashboard you want to create is similar to an existing one, duplicating the existing dashboard saves your time. After duplicating the dashboard, you can customize the tabs and widgets as required.
  • Share a dashboard
    Share a dashboard with stakeholders, planning managers, portfolio managers, or product managers to provide visibility into work progress and foster collaboration. You can grant either view-only rights or both view and edit rights to a shared dashboard.
  • Add a Platform Analytics dashboard
    If you have existing dashboards created using Platform Analytics, you can add them to the Strategic Planning Workspace to access them directly from a single location.

Parent Topic:Dashboards in Strategic Planning Workspace