Duplicate a planning item

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

    • Create a copy of an existing planning item to add it to your portfolio plan's work backlog in Portfolio Planning Workspace and ensure that the work pipeline is current. If the planning item you want to create is similar to an existing planning item, duplicating the existing planning item saves your time.

    Vorbereitungen

    Create a portfolio plan.

    Role required: sn_align_core.apw_user

    Warum und wann dieser Vorgang ausgeführt wird

    Use the Prioritization page of your portfolio plan to add new planning items or import them from other ServiceNow execution system such as Project Portfolio Management (PPM).

    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 Planning page, select Prioritization tab.
    4. Select the More actions icon (More actions icon.) of the planning item that you want to copy and then select Duplicate.
      The new planning item is created and the item appears right below the planning item you copied from. Also, the rank is updated for the new planning item automatically based on the rank of the planning item you copied from.

      By default, the name is Copy of ABC where ABC is the name of the planning item you copied from.

    5. Wahlweise: If you're using PPM to execute the planned work, you can also import your work items from the application.
      For more information, see Executing Portfolio Planning work in PPM.

    Nächste Maßnahme