---
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


---

# Duplicate a dashboard

# Duplicate a dashboard {#ariaid-title1}

* Release version: Australia
* 
* Updated August 11, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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.

## Before you begin

* Users or groups that you want to share the dashboard with must have the sn_align_core.ap_read_only or sn_align_core.apw_user role to get the read or edit access to the portfolio plan respectively.
* When you duplicate a dashboard, you copy all settings and details of the original. Content that exists locally on the original dashboard is duplicated onto the new dashboard. If the original dashboard contains references to content in a library, such as a shared visualization, the references are duplicated. The role requirements for editing an element in a library apply to the latter.
{#copy-dashboard-spw__ul_apl_tyl_dfc}

Role required: sn_align_core.ap_read_only

## Procedure

1. Navigate to WorkspacesStrategic Planning WorkspaceDashboards.  
   By default, the Execution Dashboard appears on the Dashboards page.
2. From the Change dashboard drop-down, select the dashboard that you want to duplicate.  
   The selected dashboard appears.
3. From the dashboard header, select the More actions icon (![More actions icon in the portfolio plan header.]()) and then select Duplicate.
4. On the Duplicating dashboard window, fill the details.
   1. Enter a name for the portfolio plan in the New name field.  
      By default, the name is ABC (Copy) where ABC is the name of the dashboard you duplicated from.
   2. **Optional:** Enter a brief description of the goal in the Description field.
   3. Select Duplicate.

   {#copy-dashboard-spw__substeps_n2l_tnv_yyb}  
   Duplicating the dashboard may take some time. Select Continue in background to keep using the application in the meantime.
{#copy-dashboard-spw__steps_mmd_42b_1fc}

## Result

The dashboard is copied with the new name. The appearance of the dashboard is identical to the original.

## What to do next

Edit a dashboard as needed by adding sections, filters, images, lists, process mining maps, and rich text. For more information, see [Edit a dashboard](https://www.servicenow.com/docs/G4hMXqdhhldaMzEdi7GE0w "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.").
**Related tasks**   

* [View a dashboard](https://www.servicenow.com/docs/BlWcirrfj6QSTJdZQnhLVQ "View key data and metrics on a dashboard to monitor performance, track progress, and make informed decisions related to ideas, feedback, strategy, planning, and execution.")
* [Create a dashboard](https://www.servicenow.com/docs/FRlB6ZbrALkHuon4miGoOw "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.")
* [Share a dashboard](https://www.servicenow.com/docs/fakgO3Mqzqed5nyTh~EFiQ "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/43i33tLKOIkpIslsbzjCUw "If you have existing dashboards created using Platform Analytics, you can add them to the Strategic Planning Workspace to access them directly from a single location.")

*[\>]: and then