Share a portfolio plan with stakeholders

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read

    • Share your portfolio plan with stakeholders and other planning managers so that they have visibility into the plan's progress and start collaborating.

    Before you begin

    • Create a portfolio plan.
    • Users or groups that you want to share the portfolio plan with must have the sn_align_core.ap_read_only or sn_align_core.apw_user role to get the read or edit access to the portfolio plan respectively.

    Role required: sn_align_core.apw_user or business_stakeholder

    About this task

    Select individual users or groups to share the portfolio with.

    When you share a portfolio plan with an individual user or a group, they can access the following data of the portfolio plan:
    • Planning page
      • Prioritization, Roadmap, Kanban, Hierarchy tabs by default
      • Capacity tab if the user has the sn_align_ws.spw_capacity_user or sn_align_ws.spw_capacity_read role
      • Financials tab if the user has sn_align_ws.spw_financial_user role
    • Goals page if the user has the sn_apw_advanced.spw_goal_user role
    • Scoring page if the user has the sn_align_core.apw_user role

    Procedure

    1. Navigate to Workspaces > Strategic Planning Workspace > Portfolio Planning.
    2. From the list of portfolio plans, select one.
    3. From the portfolio plan header in the Planning page, select the Share portfolio plan icon (Share portfolio plan with users and groups).
      Note:
      Alternatively, you can select Share actions icon (Share actions of a portfolio plan.) and then select Copy link to copy a direct link to the portfolio plan that you can share with other users. The link provides access only to users who already have the required permissions.

      Copy link to share a portfolio plan.

    4. On the Share portfolio plan form, select users to share the portfolio plan with and set their access appropriately.
      1. In the Members or Groups field, enter the names of individual users or groups.
      2. From the Access field, select the access level as Viewer or Editor for the selected names.
        • An editor can view and change the portfolio plan's settings and data.
        • A viewer can comment and add attachments to the portfolio plan, but cannot modify the portfolio plan's settings or data.
          Note:
          Even if a user has the sn_align_core.apw_user role, they cannot edit planning item data from the portfolio plan grid view or side panel when granted view-only access. However, users with the sn_align_core.apw_user role can edit planning items and related tables from the record page.
    5. Select Send invite.

    Result

    The selected individual and group users are notified of the portfolio plan sharing through an email.

    What to do next

    Collaborate on a portfolio plan.

    Change the access level or remove access for a user or a group.
    1. From the portfolio plan header, select Share actions icon (Share actions of a portfolio plan.) and then select Manage access.
    2. From the user or group card, select the Action Menu icon (Action menu icon.).
    3. Select the right access level or select Remove.