---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Duplicate a portfolio plan

# Duplicate a portfolio plan {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create a portfolio plan with the data of an existing portfolio plan. If the portfolio plan you want to create is similar to an existing portfolio plan, duplicating the existing portfolio plan saves your time. You can also
copy portfolio plans that were shared with you either with view or edit access.

## Before you begin

Role required: sn_align_core.apw_user or business_stakeholder

## About this task

The Duplicate portfolio plan option copies the selected portfolio plan with its all data (Prioritization and Roadmap) into the portfolio plan. It also preserves all dependencies and relationships among
the copied items and their child items.

## Procedure

1. Navigate to WorkspacesPortfolio Planning WorkspacePortfolio Planning.
2. From the list of portfolio plans, select one.
3. From the portfolio plan header, select the More actions icon (![More actions icon in the portfolio plan header.]()) and then select Duplicate portfolio plan.
4. On the Duplicate portfolio plan window, fill the details.
   1. Enter a name for the portfolio plan in the Portfolio plan name field.  
      By default, the name is ABC (Copy) where ABC is the name of the portfolio plan you copied from.
   2. **Optional:** Select Share with same users and groups option to grant access to the users of the portfolio plan you copied from.  
      The action grants the same read and edit access as is the users had for the portfolio plan you copied from.
   3. Select Confirm.
   {#copy-portfolio-plan-in-portfolio-planning__substeps_n2l_tnv_yyb}

## Result

The new portfolio plan is created and a link is generated on the screen to access the new portfolio plan.

## What to do next

* Analyze the backlog and prioritize work for your portfolio plan. See [Prioritizing portfolio plan work in Portfolio Planning](https://servicenow-prod.fluidtopics.net/B2SrSwd2vihy6b018JiiPw "Use the Prioritization feature of the Portfolio Planning Workspace to add, update, and rank planning items so that you can prioritize the right work for the right time.").
* Roadmap the prioritized work to visualize and track progress of your plans. See [Planning roadmaps in Portfolio Planning](https://servicenow-prod.fluidtopics.net/Nnlb7FAjeOdk6j8DMAB08g "Create a layout of the plans for upcoming projects or initiatives while aligning them with your business objectives using roadmaps in a centralized workspace. Facilitate collaboration among stakeholders and adjust plans on the go.").
* [Modify a portfolio plan](https://servicenow-prod.fluidtopics.net/rmNmU3pK3pDYs3DwoOy0sg "Update the details of a portfolio plan in Portfolio Planning Workspace or delete it, to reflect the changes in your planning priorities.").
* Show or hide features for your portfolio plan according to your requirement while sharing a portfolio plan with your stakeholders. See, [Show or hide the features for a portfolio plan](https://servicenow-prod.fluidtopics.net/K1PqxZDj4JE_UoP~qkdiBg "As a portfolio manager, show or hide the features (for example, Prioritization, Roadmap, and so on) for your portfolio plan as needed so that you can share only the required data with your stakeholders.").
* [Share a portfolio plan with stakeholders](https://servicenow-prod.fluidtopics.net/wGor_IYsskyKeTjdUJ5CoA "Share your portfolio plan with stakeholders and other planning managers so that they have visibility into the plan's progress and start collaborating.").
{#copy-portfolio-plan-in-portfolio-planning__ul_n5c_hpb_gvb}

*[\>]: and then