---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Edit a dashboard

# Edit a dashboard {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

Customize or edit a dashboard as needed 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: sn_align_core.apw_user

## About this task

Note:  
* You can edit dashboards that you own or those you've been granted permission to edit.
* Only an administrator can edit the out-of-the-box dashboard that is Execution Dashboard. However, you can [duplicate an out-of-the-box dashboard](https://www.servicenow.com/docs/P7fP6dRWaG3HEkIl89KjZA "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.") and customize it as needed.
{#edit-dashboard-ppw__ul_yvd_5hm_dfc}  
You can use the following elements to create or edit your dashboard.{#edit-dashboard-ppw__table_vkl_zl2_cfc__entry__2}

| Element | Description |
|-|-|
| Data visualization | Enables you to present a visual representation of current instance data or temporary data that you've imported. Data visualizations include visualizations that you create in the dashboard designer and data visualizations from the library. |
| Filter | Enables you to filter the visualizations on a dashboard based on specified criteria. You can put filters either on the individual tabs or above the tabs so that the filter applies to elements every tab. Filters include both data filters and domain filters. You can create filters in the dashboard designer or select them from the library. |
| Heading | Provides a place for text at the top of a dashboard or section of a dashboard. Formatting for headings is limited to six heading levels. |
| Image | Holds static or animated images on the dashboard. |
| List - Simple | Shows table data that you can customize for the dashboard audience. |
| Process Mining - Map | Maps the different states that are part of your process and the transitions between those states. See which states the objects of the process are in and the speed with which they change state. Requires an existing Process Mining project. |
| Rich text | Holds text that you can format either as text or as html, including font selection, text size, highlighting, and hyperlinks. To edit HTML markup, open the HTML editor from the Configuration panel and select the Code tags \< \> icon. |
[Table 1. Dashboard elements in Strategic Planning]

{#edit-dashboard-ppw__table_vkl_zl2_cfc}


## Procedure

1. Navigate to WorkspacesPortfolio Planning WorkspaceDashboards.  
   By default, the Execution Dashboard appears on the Dashboards page.
2. From the Change dashboard drop-down, select the dashboard you want to edit.  
   The selected dashboard appears.
3. From the dashboard header, select Edit.

   | For this | Perform these steps |
   | Add a tab | 1. From the dashboard header, select Add a tab. A new tab appears with the default name New Tab. 2. Select the Edit tab label icon and enter a name for the tab. 3. Press Enter to update the name of the tab. {#edit-dashboard-ppw__ol_rzs_rly_zbc} |
   | Add a dashboard element | 1. From the dashboard header, select Add new element. A list of available elements appear in the drop-down. 2. (For example) Select Data visualization to present a visual representation. The Add Visualization window appears. 1. (For a new visualization) Select New Visualization. 2. (For an existing visualization) Select Saved Visualization and then select a saved visualization from the library. The visualization element appears in the tab and the Configuration side panel appears. 3. In the Configuration side panel, fill the required details in the Visualization type, Header and border, and Data and other relevant fields. {#edit-dashboard-ppw__ol_yrf_dq2_cfc} {#edit-dashboard-ppw__ol_fhy_sny_zbc} |
   |-|-|

   {#edit-dashboard-ppw__choicetable_qzs_rly_zbc}
4. Drag to move the widget or resize it as required.
5. From the dashboard header, select Save.
6. From the dashboard header, select Exit editing mode.

## Result

The dashboard is updated with the latest changes.

## What to do next

* Add more elements and customize your dashboard as required.
* For detailed instructions on editing a dashboard using the Platform Analytics experience in Portfolio Planning, see [Edit Platform Analytics dashboards](https://www.servicenow.com/docs/access?context=edit-db-in-ac&version=australia&pubname=australia-now-intelligence&ft:locale=en-US).
{#edit-dashboard-ppw__ul_xkr_hs2_cfc}
**Related tasks**   

* [View a dashboard in Portfolio Planning Workspace](https://www.servicenow.com/docs/uBA6J8f_3RMlYcLkJm78FQ "View key data and metrics on a dashboard to monitor performance, track progress, and make informed decisions related to planning and execution.")
* [Create a dashboard](https://www.servicenow.com/docs/yu2HOJTos~VDkDDcabeYjA "In the Platform Analytics experience, you can create shareable dashboards with data visualizations, filters, and other elements. You can use the available elements in the inline editor to create different types of widgets as needed.")
* [Duplicate a dashboard](https://www.servicenow.com/docs/P7fP6dRWaG3HEkIl89KjZA "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](https://www.servicenow.com/docs/Ko1K0Zakb3Fhy321Owgdew "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](https://www.servicenow.com/docs/G2CejUqre_6ei_Qp0DkLVg "If you have existing dashboards created using Platform Analytics, you can add them to the Portfolio Planning Workspace to access them directly from a single location.")

*[\>]: and then