Access the legacy Portfolio workbench

---
title: Access the legacy Portfolio workbench
description: When you access the portfolio workbench, the dashboard displays a list of all the portfolios.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/it-business-management/portfolio-management/t\_AccessThePortfolioWorkbench.html
release: brazil
product: Portfolio Management
classification: portfolio-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Legacy portfolio workbench, Portfolio Management, Project Portfolio Management, Strategic Portfolio Management]
---

# Access the legacy Portfolio workbench

When you access the portfolio workbench, the dashboard displays a list of all the portfolios.

## Before you begin

Role required: it\_portfolio\_manager

## Procedure

1.  Access the portfolio workbench in one of these ways

    -   Click the **Portfolio Workbench** related link on the Portfolio form.
    -   Navigate to **All** > **Project** > **Portfolios** > **Workbench**
2.  Click the configuration icon \(\[Omitted image "PersonalizeIcon.png"\] Alt text: Configuration icon\) and select the colors for projects, tasks, portfolios, and so on.

    The workbench uses these colors to display the items in the portfolio in the Gantt chart in [timeline view](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/portfolio-management/demands-projects-view-port-workbench.md).

    \[Omitted image "portfolio\_dashboard\_configuration.png"\] Alt text: Dashboard configuration

3.  Click the portfolio you want to open.


**Parent Topic:**[Legacy portfolio workbench](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/portfolio-management/c_PortfolioWorkbench.md)

**Related topics**  


[Legacy- Plan the portfolio]()

[Legacy- Forecast the budget for portfolio]()

[Legacy- Track the portfolio]()

[Actual project costs]()