Delete a free-form roadmap view

  • Release version: Australia
  • Updated June 16, 2026
  • 1 minute to read
  • Delete a customized free-form roadmap 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

    About this task

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

    Procedure

    1. Navigate to Workspaces > Strategic Planning Workspace > Portfolio Planning > Free-form Roadmaps
    2. Select a free-form roadmap to open it.
    3. Select the Free-form roadmap view drop-down from the free-form roadmap header and then select Delete view icon (Delete view icon.) next to the view you want to delete.
      The Delete this view window appears.
    4. On the Delete this view window, select Delete.
      Delete portfolio plan view.