---
title: Duplicate a dashboard
description: If the dashboard you want to create is similar to an existing one, duplicating the existing dashboard saves your time. After duplicating the dashboard, you can customize the tabs and widgets as required.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/copy-dashboard-ppw.html
release: australia
product: Portfolio Planning
classification: portfolio-planning
topic_type: task
last_updated: "2026-10-09"
reading_time_minutes: 2
breadcrumb: [Use dashboards, Portfolio Planning, Strategic Portfolio Management]
---

# Duplicate a dashboard

If the dashboard you want to create is similar to an existing one, duplicating the existing dashboard saves your time. After duplicating the dashboard, you can customize the tabs and widgets as required.

## Before you begin

-   Users or groups that you want to share the dashboard with must have the sn\_align\_core.ap\_read\_only or sn\_align\_core.apw\_user role to get the read or edit access to the portfolio plan respectively.
-   When you duplicate a dashboard, you copy all settings and details of the original. Content that exists locally on the original dashboard is duplicated onto the new dashboard. If the original dashboard contains references to content in a library, such as a shared visualization, the references are duplicated. The role requirements for editing an element in a library apply to the latter.

Role required: sn\_align\_core.ap\_read\_only

## Procedure

1.  Navigate to **Workspaces** > **Portfolio Planning Workspace** > **Dashboards**.

    By default, the Execution Dashboard appears on the Dashboards page.

2.  From the Change dashboard drop-down, select the dashboard that you want to duplicate.

3.  From the dashboard header, select the More actions icon \(\[Omitted image "more-actions.png"\] Alt text: More actions icon in the portfolio plan header.\) and then select **Duplicate**.

4.  On the Duplicating dashboard window, fill the details.

    1.  Enter a name for the portfolio plan in the **New name** field.

        By default, the name is **ABC \(Copy\)** where ABC is the name of the dashboard you duplicated from.

    2.  Enter a brief description of the goal in the **Description** field.

    3.  Select **Duplicate**.

    Duplicating the dashboard can be time-consuming. Select **Continue in background** to keep using the application in the meantime.


## Result

The dashboard is copied with the new name. The appearance of the dashboard is identical to the original.

## What to do next

Edit a dashboard as needed by adding sections, filters, images, lists, process mining maps, and rich text. For more information, see [Edit a dashboard](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/edit-dashboard-ppw.md).

**Parent Topic:**[Using dashboards in Portfolio Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/using-dashboards-in-ppw.md)

**Related topics**  


[View a dashboard in Portfolio Planning Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/view-dashboard-ppw.md)

[Create a dashboard](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/create-dashboard-ppw.md)

[Share a dashboard](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/share-dashboard-ppw.md)

[Add a Platform Analytics dashboard](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/add-platform-dashboard-to-ppw.md)