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

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# EAP Portfolio dashboard

# EAP Portfolio dashboard {#ariaid-title1}

* Release version: Xanadu
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

The Portfolio dashboard provides a high-level view of all the active work items in your portfolio.

You can use a default dashboard or you can configure a custom dashboard and associate it with your Agile configuration. For more information, see [Configuring custom dashboards in EAP](https://www.servicenow.com/docs/qdBpUbDuochKmI0~ZutKJA "Associate a custom dashboard to your Enterprise Agile Planning configurations to track and measure key metrics for your teams.").

## Required EAP roles {#eap-portfolio-inline-dashboard__section_sxy_x1r_gbc}

The EAP read-only (sn_apw_advanced.eap_read_only) role is required to view the dashboard.

## Access the Portfolio dashboard {#eap-portfolio-inline-dashboard__section_uxy_x1r_gbc}

1. Navigate to WorkspacesStrategic Planning WorkspaceEnterprise Agile Planning.
2. From the Agile structure section of the navigation panel, choose your EAP Portfolio.
3. Select the Home tab.
{#eap-portfolio-inline-dashboard__ol_dv2_vcy_bfc}

## Use cases {#eap-portfolio-inline-dashboard__section_vxy_x1r_gbc}

{#eap-portfolio-inline-dashboard__table_wxy_x1r_gbc__entry__2}

| User | Dashboard use |
|-|-|
| * Portfolio manager * Product manager * Team lead * Team member {#eap-portfolio-inline-dashboard__ul_nzp_z2r_gbc} | View the active work items assigned to the teams in your portfolio and distribution of work items. |
[ ]

{#eap-portfolio-inline-dashboard__table_wxy_x1r_gbc}

## Reports {#eap-portfolio-inline-dashboard__section_ayy_x1r_gbc}

{#eap-portfolio-inline-dashboard__table_byy_x1r_gbc__entry__4}

| Title | Type | Source table | Description |
|-|-|-|-|
| Epics by state | Bar graph ![Epics by state.]() | sn_align_core_scrum_epic | Epics assigned to this Portfolio, grouped by their current state. |
| Work item distribution | Donut ![Work item distribution.]() | sn_align_core_scrum_epic | Distribution of work items for the selected attribute. You can group the data using one of the following options: * Primary goal * Primary goal \> Category * Strategic program * Owner * Department {#eap-portfolio-inline-dashboard__ul_vrb_llr_gbc} |
[ ]

{#eap-portfolio-inline-dashboard__table_byy_x1r_gbc}

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