View a dashboard in Portfolio Planning Workspace

  • Release version: Australia
  • Updated June 16, 2026
  • 1 minute to read

    • View key data and metrics on a dashboard to monitor performance, track progress, and make informed decisions related to planning and execution.

    Before you begin

    Role required: sn_align_core.ap_read_only

    About this task

    Dashboards consolidate data from multiple sources into a single, easily digestible format. Each widget within a dashboard displays key data and metrics and may include visualizations.

    Procedure

    1. Navigate to Workspaces > Portfolio Planning Workspace > Dashboards.
      By default, the Execution Dashboard appears on the Dashboards page.
    2. Optional: From the Change dashboard drop-down, select the dashboard you want to view.
      The selected dashboard appears on the Dashboards page.
    3. Optional: Select a required tab that you want to view the key data and metrics for.
      Each widget within a dashboard displays key data and metrics and may include visualizations.
    4. Optional: Select a widget to see more details of the data in list view.
      If you have edit access, you can update the details of an individual record directly from the list view when necessary.