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

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    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Manage portfolio plans

# Managing portfolio plans in Portfolio Planning {#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

Create personalized portfolio plans in Portfolio Planning Workspace and enable focused planning of work in the desired perspective (lens) to align with business objectives.

The following sections guide you on creating, updating, sharing, and collaborating with
portfolio plans in Portfolio Planning Workspace.

For details on how to use roadmaps for your portfolio plans, see [Planning roadmaps in Portfolio Planning](https://servicenow-prod.fluidtopics.net/iHC00IAXS1VepYtMfvLiCQ "Create a layout of the plans for upcoming projects or initiatives while aligning them with your business objectives using roadmaps in a centralized workspace. Facilitate collaboration among stakeholders and adjust plans on the go.").
* **[Create a high-level portfolio plan](https://servicenow-prod.fluidtopics.net/1xeQTXzm9RBeGl3mb5twgg)**   
  Build a portfolio plan for high-level items (programs) in the Portfolio Planning Workspace so that you can prioritize, roadmap, and manage work aligned to these programs.
* **[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.
* **[Duplicate a portfolio plan](https://servicenow-prod.fluidtopics.net/cdAAdsBEsK0kDD5tTevfOw)**   
  Create a portfolio plan with the data of an existing portfolio plan. If the portfolio plan you want to create is similar to an existing portfolio plan, duplicating the existing portfolio plan saves your time. You can also copy portfolio plans that were shared with you either with view or edit access.
* **[Modify a portfolio plan](https://servicenow-prod.fluidtopics.net/tAuJCdB1XdVNssneU9xNAQ)**   
  Update the details of a portfolio plan in Portfolio Planning Workspace or delete it, to reflect the changes in your planning priorities.
* **[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.
* **[Share a portfolio plan with stakeholders](https://servicenow-prod.fluidtopics.net/BnK9xuMXmBufLVwFa6cIHA)**   
  Share your portfolio plan with stakeholders and other planning managers so that they have visibility into the plan's progress and start collaborating.
* **[Collaborate on portfolio plans](https://servicenow-prod.fluidtopics.net/REwoXHTrKCQsuxvf1e_KDA)**   
  Add comments and attachments to your portfolio plan so that users can review and share their feedback. Collaborate with stakeholders and drive shared outcomes.