Update planing item details from Prioritization view

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Update the details of your planning items or delete them so that the Prioritization page in Portfolio Planning Workspace reflects the latest work pipeline.

    Vorbereitungen

    Role required: sn_align_core.apw_user

    Warum und wann dieser Vorgang ausgeführt wird

    Update the details of a planning item in the portfolio plan's Prioritization tab. Use the full details view to edit details such as short description, approved dates, attachments, and others to facilitate smoother real-time backlog grooming.

    Update the details of a planning item using the Prioritization and Hierarchy tabs in the portfolio planning page. Edit the details inline from the grid view to facilitate smoother real-time backlog grooming. Use the full details page of the planning item to add attachments and collaborate on them with the stakeholders.

    Prozedur

    1. Navigate to Workspaces > Portfolio Planning Workspace > Portfolio Planning.
    2. From the list of portfolio plans, select one and then select Planning.
    3. From the Prioritization tab, select the name of the planning item that you want to update or delete.

      The full details page of the item is displayed, which also shows its related lists such as Goal Relationships, Milestones, Dependencies, and others.

    4. Update item details, attach files to the item, or delete the item.
      ChoiceAction
      Update planning item details
      Edit using one of the following ways:
      • Double-click an item's field on the grid to make inline edits or select the short description to open the full details page.
      • Select the item name to open the full details page.

      The full details page shows the item's related lists such as Milestones, Dependencies, and others.

      For field information, see Planning item form.
      Attach files to planning item

      In the Attachments section of the full details page, select Browse and upload a file.
      Delete planning item
      From the full details page:
      1. Select the More Actions icon (More actions icon.) and select Delete.
      2. Click OK to confirm.

      Information of certain columns that aren’t editable in the full details page, can’t be edited inline too. For example, planned cost and planned benefit. These cells are visually differentiated using grey color as their background.

      If you group the Prioritization items list by any attribute, you can’t edit the short description of the items directly from the grid view.