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Adaptive Planning
Last Updated: 2023-06-23
Copy Dashboards

Copy Dashboards

  • Edit access to a personal or shared perspective.
  • Security:
    • Access Dashboards
       permission.
    • Edit Dashboards
       permission.
You can copy a dashboard that includes all charts, and paste the dashboard in any perspective.
  1. Select
    Dashboards
    , then open a perspective.
  2. Click
    Edit
    .
  3. Find a dashboard to copy, then click the dashboard tab
    More
    Copy
    .
  4. Click
    Add Dashboard
    Paste Dashboard
    .
    You can paste to any perspective that you're able to edit.
The new dashboard has the word copy added to the name. Example: Quarterly Summary - Copy
The copied dashboards and charts aren't linked to the original dashboard. You can edit the copied dashboard and charts independently.