Share a dashboard in Portfolio Planning

  • Release version: Xanadu
  • Updated April 9, 2025
  • 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:

    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 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 in portfolio planning.

    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.