Edit a dashboard

  • Release version: Australia
  • Updated July 29, 2026
  • 1 minute to read

    • Customize or edit a dashboard by adding sections, filters, images, lists, process mining maps, and rich text. If the dashboard has been shared, any changes you make are applied globally.

    Before you begin

    Role required: admin or apw_admin

    Procedure

    1. Navigate to Workspaces > Portfolio Planning Workspace.
    2. Select the Demands icon .
    3. Select Edit.
    4. Select Add new element.
      A list of available elements appear in the drop-down.
    5. Select a widget type and configure it.
      For more information, see Edit Platform Analytics dashboards.
    6. Optional: Drag to move the widget or resize.
    7. Select Save.
    8. Select Exit editing mode.