EAP Portfolio dashboard

  • Release version: Xanadu
  • Updated July 31, 2025
  • 1 minute to read

    • The Portfolio dashboard provides a high-level view of all the active work items in your portfolio.

    Portfolio Planning Inline dashboard.

    You can use a default dashboard or you can configure a custom dashboard and associate it with your Agile configuration. For more information, see Configuring custom dashboards in EAP.

    Required EAP roles

    The EAP read-only (sn_apw_advanced.eap_read_only) role is required to view the dashboard.

    Access the Portfolio dashboard

    1. Navigate to Workspaces > Strategic Planning Workspace > Enterprise Agile Planning.
    2. From the Agile structure section of the navigation panel, choose your EAP Portfolio.
    3. Select the Home tab.

    Use cases

    User Dashboard use
    • Portfolio manager
    • Product manager
    • Team lead
    • Team member

    View the active work items assigned to the teams in your portfolio and distribution of work items.

    Reports

    Title Type Source table Description

    Epics by state

    Bar graph

    Epics by state.    		 sn_align_core_scrum_epic

    Epics assigned to this Portfolio, grouped by their current state.
    Work item distribution

    Donut

    Work item distribution.    		 sn_align_core_scrum_epic Distribution of work items for the selected attribute. You can group the data using one of the following options:
    • Primary goal
    • Primary goal > Category
    • Strategic program
    • Owner
    • Department