Dashboard with Epics roadmap (gantt)

[rleandro]

Hello,

I'm trying to create a dashboard, where I can display a list of my planned Epics (planned start/end date), but most important the list, I want to also have a widget that shows the same list items in some sort of a gantt chart.

Has anyone tried such type of solution?

Any suggestions, hints?

Thanks in advance

[NavinAgarwal]

Hi @rleandro ,

You can combine SPM (Strategic Portfolio Management) reporting with a Gantt visualization.

You can follow below approach:

• Create the List Widget:

Go to Performance Analytics > Dashboards (or UI Builder if using Next Experience).
Create a new dashboard (e.g., Epic Planning Dashboard).

Add a List widget:

Data source: Table = rm_epic
Filter: planned_start_date IS NOT EMPTY and planned_end_date IS NOT EMPTY
Columns: Epic Number, Name, Planned Start, Planned End, State
Sort by: Planned Start Date

• Create the Gantt Chart Widget:

ServiceNow has two main options:

Option A – Out-of-the-box SPM Gantt, if you have SPM (formerly PPM) installed:

Navigate to Gantt Chart module (e.g., Projects > Gantt).
Create a Gantt view for the rm_epic table:

Configure Start Date = planned_start_date
Configure End Date = planned_end_date
Group by Program or Portfolio (optional)

Save the Gantt view.

In your dashboard, add a Gantt Chart widget and point it to this view.

Option B – Custom Gantt with Report Designer if you don’t have SPM:

Go to Reports > Create New.
Select Type = Timeline (or Gantt if available).
Table = rm_epic.

Configure:

Start = planned_start_date
End = planned_end_date
Label = short_description or number

Save the report.
Add this report as a widget to your dashboard.

Combine in a Dashboard:

Place the List widget on the left (for quick scanning).
Place the Gantt widget on the right (for visual timeline).
Apply the same filter (e.g., state!=Closed and date range) to both widgets so they stay in sync.

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