Edit a dashboard
task brazil Updated Sep 10, 2026 1 min read edit-a-dashboard-ppw.md
Customize or edit a dashboard by adding sections, filters, images, lists, process mining maps, and rich text. If the dashboard has been shared, any changes you make are applied globally.
Before you begin
Role required: admin or apw_admin
Procedure
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Navigate to Workspaces > Portfolio Planning Workspace.
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Select the Demands icon [Omitted image "demands-icon.png"].
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Select Edit.
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Select Add new element.
A list of available elements appear in the drop-down.
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Select a widget type and configure it.
For more information, see Edit Platform Analytics dashboards.
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Drag to move the widget or resize.
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Select Save.
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Select Exit editing mode.
46 lines · 1.5 KB
---
title: Edit a dashboard
description: Customize or edit a dashboard by adding sections, filters, images, lists, process mining maps, and rich text. If the dashboard has been shared, any changes you make are applied globally.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/it-business-management/portfolio-planning/edit-a-dashboard-ppw.html
release: brazil
product: Portfolio Planning
classification: portfolio-planning
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Use, Monitor and track demands, Use, Next Experience for Demand Management in Portfolio Planning, Portfolio Planning, Strategic Portfolio Management]
---
# Edit a dashboard
Customize or edit a dashboard by adding sections, filters, images, lists, process mining maps, and rich text. If the dashboard has been shared, any changes you make are applied globally.
## Before you begin
Role required: admin or apw\_admin
## Procedure
1. Navigate to **Workspaces** > **Portfolio Planning Workspace**.
2. Select the Demands icon \[Omitted image "demands-icon.png"\].
3. Select **Edit**.
4. Select **Add new element**.
A list of available elements appear in the drop-down.
5. Select a widget type and configure it.
For more information, see [Edit Platform Analytics dashboards](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/now-intelligence/edit-db-in-ac.md).
6. Drag to move the widget or resize.
7. Select **Save**.
8. Select **Exit editing mode**.
| title | Edit a dashboard |
| description | Customize or edit a dashboard by adding sections, filters, images, lists, process mining maps, and rich text. If the dashboard has been shared, any changes you make are applied globally. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/it-business-management/portfolio-planning/edit-a-dashboard-ppw.html |
| release | brazil |
| product | Portfolio Planning |
| classification | portfolio-planning |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | UseMonitor and track demandsUseNext Experience for Demand Management in Portfolio PlanningPortfolio PlanningStrategic Portfolio Management |