Using dashboards in Portfolio Planning

  • Release version: Australia
  • Updated June 16, 2026
  • 1 minute to read

    • Using the Platform Analytics dashboards in Portfolio Planning Workspace, you can monitor performance, track progress, and make informed decisions related to planning and execution.

    Roles required for managing dashboards

    Table 1. Required roles to access out-of-the-box dashboards
    Access level Required roles
    Read, duplicate, or share the Execution Dashboard sn_align_core.ap_read_only
    Note:
    To view data in financial-related and capacity-planning-related widgets, users must have the appropriate roles.
    Edit the Execution Dashboard admin
    Table 2. Required roles to create or edit dashboards (excluding out-of-the-box dashboards)
    Access level Required roles
    Create dashboards sn_align_core.apw_user
    Edit dashboards sn_align_core.apw_user
    Note:
    You can edit dashboards that you own or those you’ve been granted permission to edit.
    Note:
    You can create widgets in dashboards by configuring any available data source table in the ServiceNow AI Platform. However, you must have read access to the source tables to view key data, metrics, or visualizations.

    For example, if you create a widget in a dashboard configuring the Cost Plan Breakdown table to display budget data, the budget summary is visible on the dashboard only if you have read access to the Cost Plan Breakdown table. Similarly, when you share this dashboard with a stakeholder, the stakeholder must also have read access to the Cost Plan Breakdown table to view the budget summary.

    For more information on the required roles to manage Platform Analytics dashboards, see Platform Analytics dashboard roles.