---
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


---

# Update planing item details

# Update planning item details from Prioritization view {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Update the details of your planning items or delete them so that the Prioritization
page in Portfolio Planning Workspace reflects the latest work
pipeline.

## Before you begin

Role required: sn_align_core.apw_user

## About this task

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.

## Procedure

1. Navigate to WorkspacesPortfolio Planning WorkspacePortfolio Planning.
2. From the list of portfolio plans, select one and then select Planning.
3. Update item details, attach files to the item, or delete the item.

   | Choice | Action |
   | 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. {#modify-planing-item-details-from-prioritization-portfolio-planning-workspace__ul_zw5_gp3_5wb} The full details page shows the item's related lists such as Milestones, Dependencies, and others. For field information, see [Planning item form](https://servicenow-prod.fluidtopics.net/AWhlpReXq3IiFNYZzY6Bww "Learn about the fields in the forms of the different planning item types available in Strategic Planning. Use these forms to add new planning items or update details of existing items."). |
   | 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. Note: You can't delete the project record from Portfolio Planning Workspace if it has associated execution item. To delete such projects, open the record in PPM Standard. 2. Select OK to confirm. {#modify-planing-item-details-from-prioritization-portfolio-planning-workspace__ol_ck4_ytm_4rb} |
   |-|-|

   {#modify-planing-item-details-from-prioritization-portfolio-planning-workspace__choicetable_rz1_dn4_hvb}  
   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.
{#modify-planing-item-details-from-prioritization-portfolio-planning-workspace__steps_rp2_lpn_dwb}

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