---
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


---

# Share a dashboard in Strategic Planning

# Share a dashboard in Strategic Planning {#ariaid-title1}

* Release version: Xanadu
* 
* Updated April 9, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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.

## Before you begin

Role required: sn_align_core.ap_read_only

## About this task

Users or groups you want to share the dashboard with must have the appropriate roles assigned to access shared dashboards:{#share-dashboard-spw__table_n3t_gxw_bfc__entry__2}

| Dashboard | Role required |
|-|-|
| * Strategy Execution Dashboard * Execution Dashboard {#share-dashboard-spw__ul_rbd_3qn_dfc} | sn_align_core.ap_read_only Note: To view data in financial-related and capacity-planning-related widgets, users must have the appropriate roles. |
| * Product Idea Dashboard * Product Feedback Dashboard {#share-dashboard-spw__ul_h3m_kqn_dfc} | pf_read |
[Table 1. Required roles to access dashboards]

{#share-dashboard-spw__table_n3t_gxw_bfc}

## 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 you want to share.  
   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 Share.
4. On the Share Dashboard window, fill the details.
   1. Enter a user name or group name in the Grant access to field to provide access to individual users or user groups, respectively.  
      You can also select a role to grant dashboard access to all users assigned that role.
   2. **Optional:** Select Allow recipients to add, edit, or delete sharing permissions associated with this dashboard to enable users to grant access to new users and modify or remove existing permissions.
   3. Select Add as viewer or Add as editor as required.  
      Note:  
      You can select Add as editor only if you have the sn_align_core.apw_user role assigned to you.

      The selected users, groups, and roles appear under Manage Access.

      You can also manage sharing permissions by selecting a user, group, or role and enabling the Can share option.
   4. Select Confirm.

   {#share-dashboard-spw__substeps_n2l_tnv_yyb}  
{#share-dashboard-spw__steps_mmd_42b_1fc}

## Result

The roles, groups, and users you have shared the dashboard with appear when you reopen the dialog, along with the rights you have given them.

## What to do next

You can change the rights of whom you have shared the dashboard with in the Share Dashboard dialog, under the Can view/Can share list for each user, group, or role.
**Related tasks**   

* [View a dashboard in Strategic Planning](https://www.servicenow.com/docs/KAIk7_WQIAo2IxB~oH8VGg "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 in Strategic Planning](https://www.servicenow.com/docs/W9JNZ1U9Qa~nHIhtEFtAWA "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 Strategic Planning](https://www.servicenow.com/docs/ypcffSZjVnuBLl8yYk5r0Q "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.")
* [Add a Platform Analytics dashboard to Strategic Planning Workspace](https://www.servicenow.com/docs/gK9k2blSWkOMlsUZSJO~vg "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