Duplicate a dashboard

  • Release version: Australia
  • Updated June 16, 2026
  • 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.

    Role required: sn_align_core.ap_read_only

    Procedure

    1. Navigate to Workspaces > Portfolio Planning Workspace > Dashboards.
      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.
    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.
      Duplicating the dashboard can be time-consuming. Select Continue in background to keep using the application in the meantime.

    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.