---
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


---

# Share a portfolio plan

# Share a portfolio plan with stakeholders {#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

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

## 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.").
* 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.
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Role required: sn_align_core.apw_user or business_stakeholder

## Por Que e Quando Desempenhar Esta Tarefa

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 entire portfolio plan, which includes Prioritization and Roadmap. Also, they can access the Capacity tab in the Planning page if the user
has the sn_align_ws.spw_capacity_user or sn_align_ws.spw_capacity_read role.

## Procedimento

1. Navigate to WorkspacesPortfolio Planning WorkspacePortfolio 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]()).
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.  
        Nota:  
        Even if a user has the sn_align_core.apw_user role, they cannot edit planning item data from the portfolio plan grid view 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.
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5. Select Send invite.
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## Resultado

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

## O que Fazer Depois

[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.").  
You can change the access level or remove access for a user or a group.

1. On the Share portfolio plan form, 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.
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**Tarefas relacionadas**   

* [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.")