Making a Dashboard Lista with a Portfolio Plan
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01-29-2026 07:17 AM
Dear Team,
I am trying to create a dashboard (a list) using data from a Portfolio Plan.
However, I am unable to find any table generated from these particular lists to use as the data source for the dashboard.
Is this possible? Does this list correspond to an existing table, or is it just a view?
Regards,
1 REPLY 1
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02-01-2026 04:58 PM
Hi, you can use planning item table. Thats where all the planning items are stored. You can refer to this article to understand more about planning item.
