Edit a free-form roadmap view

  • Release version: Australia
  • Updated June 16, 2026
  • 1 minute to read

    • Edit a customized free-form roadmap view based on your requirements, so you can access it when you log in again and share it with stakeholders for collaboration.

    Before you begin

    Role required: sn_align_core.ap_read_only

    About this task

    • Only the owner of a free-form roadmap view can edit a shared (public) view.
    • 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. From the free-form roadmap header, select the view you want to edit or override with your personalization settings from the list of available free-form roadmap views.
      The selected view appears.
    4. Make changes to the view as needed.
      For example, enable Tracking mode toggle.

      After you make any change to the view, the Save view option appears in the free-form roadmap header.

    5. Select Save view.
      The view is updated to reflect the changes made.
    6. Optional: To edit name of the view, select the Free-form roadmap drop-down from the free-form roadmap header and then select Edit view icon (edit view icon.) next to the view you want to edit the name for.
      On the Edit view window, fill the details.
      1. Update the name for the view in the View name field as required.
        Note:
        Only the owner of the free-form roadmap view can rename the view.
      2. Optional: Select the Shared view toggle to make this view public or disable the Shared view toggle to make the view private.
        Important:
        Changing a shared view to a private view removes access for existing stakeholders.
      3. Select Save.
        Edit portfolio plan view name.

    What to do next

    Share the free-form roadmap with your stakeholders to start collaborating on the free-form roadmap. See Share a free-form roadmap with stakeholders.