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

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ft:locale :

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ft:publication_title :

    - Xanadu Strategic Portfolio Management

ft:clusterId :

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---

# Add a Platform Analytics dashboard to Portfolio Planning Workspace

# Add a Platform Analytics dashboard to Portfolio Planning Workspace {#ariaid-title1}

* Release version: Xanadu
* 
* Updated July 2, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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.

## Before you begin

Role required: sn_align_core.apw_user

## About this task

You can add any Platform Analytics dashboard to Portfolio Planning Workspace.

## Procedure

1. Navigate to AllPlatform AnalyticsAnalytics Center.  
   The Dashboards section appears on the page.
2. Select a bookmarked or certified dashboard from the Bookmarked or Certified tabs, respectively.  
   If the dashboard you want to add is not bookmarked or certified, select View all from the Dashboards section, and then select the dashboard from the Dashboards page.

   The selected dashboard
   appears.
3. From the dashboard header, select Edit.
4. From the dashboard header, select the View dashboard details icon (![View dashboard details icon.]()).
   1. In the Details side panel, fill in the Dashboard visibility field with Portfolio Planning Workspace.
   {#add-platform-dashboard-to-ppw__substeps_iqr_bxq_dfc}
5. From the dashboard header, select Save.
6. From the dashboard header, select Exit editing mode.

## Result

The dashboard appears in the Portfolio Planning Workspace.
**Related tasks**   

* [View a dashboard in Portfolio Planning](https://www.servicenow.com/docs/eUd8r_A1WSYzKexDDDL__g "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 in Portfolio Planning](https://www.servicenow.com/docs/hahAKU4UGtU6YqRwH0LWVA "In the Platform Analytics experience, you can create sharable 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 in Portfolio Planning](https://www.servicenow.com/docs/uGFQ_rqXsWvtksMg_RfiBQ "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 in Portfolio Planning](https://www.servicenow.com/docs/Jkd8K8xMWCrZeGjH8dnsRg "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.")

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