Delete a portfolio plan view

Release version: Australia

Updated June 16, 2026

1 minute to read

Delete a customized portfolio plan view if it is no longer needed or if the maximum limit of ten shared or three private views has been reached.

Before you begin

Role required: sn_align_core.ap_read_only

Only the owner of the portfolio plan view or an editor of the portfolio plan can delete the view.
Deleting a portfolio plan deletes the view, including any changes made to the view. However, this action keeps the items (projects, demands, epics) intact in the portfolio plan.
You can have up to three private views and up to ten shared (public) views per portfolio plan.

Navigate to Workspaces > Strategic Planning Workspace > Portfolio Planning.
From the list of portfolio plans, select one.
Select the Portfolio plan view drop-down from the portfolio plan header and then select Delete view icon () next to the view you want to delete.
The Delete this view window appears.
On the Delete this view window, select Delete.