EAP Portfolio dashboard
The Portfolio dashboard provides a high-level view of all the active work items in your portfolio.
Image omitted: eap-portfolio-inline-dashboard.png
Portfolio Planning Inline dashboard.
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 |
|---|---|
| - 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 Image omitted: inline-data-vis-bar-column.png Epics by state. | sn\_align\_core\_scrum\_epic | Epics assigned to this Portfolio, grouped by their current state. |
| Work item distribution | Donut Image omitted: inline-data-vis-96px-donut.png 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 |