EAP Portfolio dashboard
The Portfolio dashboard provides a high-level view of all the active work items in your portfolio.
[Omitted image "eap-portfolio-inline-dashboard.png"] Alt text: 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
- Navigate to Workspaces > Strategic Planning Workspace > Enterprise Agile Planning.
- From the Agile structure section of the navigation panel, choose your EAP Portfolio.
- Select the Home tab.
Use cases
|
User |
Dashboard use |
|---|---|
|
View the active work items assigned to the teams in your portfolio and distribution of work items. |
|
Title |
Type |
Source table |
Description |
|---|---|---|---|
|
Epics by state |
Bar graph [Omitted image "inline-data-vis-bar-column.png"] Alt text: Epics by state. |
sn_align_core_scrum_epic |
Epics assigned to this Portfolio, grouped by their current state. |
|
Work item distribution |
Donut [Omitted image "inline-data-vis-96px-donut.png"] Alt text: 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
|
--- title: EAP Portfolio dashboard description: The Portfolio dashboard provides a high-level view of all the active work items in your portfolio. locale: en-US canonical_url: https://www.servicenow.com/docs/r/it-business-management/enterprise-agile-planning/eap-portfolio-inline-dashboard.html release: brazil product: Enterprise Agile Planning classification: enterprise-agile-planning topic_type: concept last_updated: "2026-09-10" reading_time_minutes: 1 breadcrumb: [Reports and dashboards, Enterprise Agile Planning, Strategic Planning, Strategic Portfolio Management] --- # EAP Portfolio dashboard The Portfolio dashboard provides a high-level view of all the active work items in your portfolio. \[Omitted image "eap-portfolio-inline-dashboard.png"\] Alt text: 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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/enterprise-agile-planning/configuring-eap-dashboard.md). ## 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 <table id="table_wxy_x1r_gbc"><thead><tr><th> User </th><th> Dashboard use </th></tr></thead><tbody><tr><td> - Portfolio manager - Product manager - Team lead - Team member </td><td> View the active work items assigned to the teams in your portfolio and distribution of work items. </td></tr></tbody> </table>## Reports <table id="table_byy_x1r_gbc"><thead><tr><th> Title </th><th> Type </th><th> Source table </th><th> Description </th></tr></thead><tbody><tr><td> Epics by state </td><td> Bar graph \[Omitted image "inline-data-vis-bar-column.png"\] Alt text: Epics by state. </td><td> sn\_align\_core\_scrum\_epic </td><td> Epics assigned to this Portfolio, grouped by their current state. </td></tr><tr><td> Work item distribution </td><td> Donut \[Omitted image "inline-data-vis-96px-donut.png"\] Alt text: Work item distribution. </td><td> sn\_align\_core\_scrum\_epic </td><td> 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 </td></tr></tbody> </table>
| title | EAP Portfolio dashboard |
| description | The Portfolio dashboard provides a high-level view of all the active work items in your portfolio. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/it-business-management/enterprise-agile-planning/eap-portfolio-inline-dashboard.html |
| release | brazil |
| product | Enterprise Agile Planning |
| classification | enterprise-agile-planning |
| topic_type | concept |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Reports and dashboardsEnterprise Agile PlanningStrategic PlanningStrategic Portfolio Management |