---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/it-business-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Collaborate on a portfolio plan

# Collaborate on portfolio plans {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura

Add comments and attachments to your portfolio plan so that users can review and
share their feedback. Collaborate with stakeholders and drive shared outcomes.

## Antes de Iniciar

[Create a portfolio plan](https://servicenow-prod.fluidtopics.net/HBDMWD2GwqiK2LZ4Dw6FKw "Use lens and build a personalized portfolio plan in Portfolio Planning Workspace so that you can start to prioritize and align work in the planing perspective of your choice.").

Role required: sn_align_core.apw_user or business_stakeholder

## Por Que e Quando Desempenhar Esta Tarefa

Comment on plans and data points, share attachments, and provide feedback from a
single place in the workspace to ensure all the stakeholders are in alignment with
the business priorities.

The attachments and comments that you add from the portfolio plan's header, they
apply to the entire portfolio plan, which includes Prioritization and Roadmap.

## Procedimento

1. Navigate to WorkspacesPortfolio Planning WorkspacePortfolio Planning.
2. From the list of portfolio plans, select one and then select Planning.
3. From the portfolio plan header in the Planning page, select the Comments icon (![Comments icon.]()).
4. Add comments or attachments to the portfolio plan.

   | Choice | Action |
   | Attachments | In the Attachments tab, select Browse and upload a file. |
   | Comments | In the Comments tab, add notes or comments and select Post Worknotes. If you want to address your comments to a specific user, @-mention their name in the comment directly. |
   |-|-|

   {#collaborate-on-portfolio-plans-in-portfolio-planning-workspace__choicetable_yrk_wkj_gvb}
{#collaborate-on-portfolio-plans-in-portfolio-planning-workspace__steps_s3q_5lh_dwb}
**Tarefas relacionadas**   

* [Show or hide the features for a portfolio plan](https://servicenow-prod.fluidtopics.net/Jpmi2GXcDEw6E1vnD8Y3OQ "As a portfolio manager, show or hide the features (for example, Prioritization, Roadmap, and so on) for your portfolio plan as needed so that you can share only the required data with your stakeholders.")