View a dashboard in Portfolio Planning Workspace

  • Versão de lançamento: Australia
  • Atualizado 16 de jun. de 2026
  • 1 min. de leitura

    • View key data and metrics on a dashboard to monitor performance, track progress, and make informed decisions related to planning and execution.

    Antes de Iniciar

    Role required: sn_align_core.ap_read_only

    Por Que e Quando Desempenhar Esta Tarefa

    Dashboards consolidate data from multiple sources into a single, easily digestible format. Each widget within a dashboard displays key data and metrics and may include visualizations.

    Procedimento

    1. Navigate to Workspaces > Portfolio Planning Workspace > Dashboards.
      By default, the Execution Dashboard appears on the Dashboards page.
    2. Opcional: From the Change dashboard drop-down, select the dashboard you want to view.
      The selected dashboard appears on the Dashboards page.
    3. Opcional: Select a required tab that you want to view the key data and metrics for.
      Each widget within a dashboard displays key data and metrics and may include visualizations.
    4. Opcional: Select a widget to see more details of the data in list view.
      If you have edit access, you can update the details of an individual record directly from the list view when necessary.