EAP Portfolio dashboard

concept brazil Updated Sep 10, 2026 1 min read eap-portfolio-inline-dashboard.md
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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

  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

[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

  • Primary goal > Category
  • Strategic program
  • Owner
  • Department
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