---
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


---

# Modify planning items

# Modify planning items from the roadmap view {#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

Update the details of planning items or delete them from a portfolio plan or
free-form roadmap so that your roadmap reflects the latest plans.

## Antes de Iniciar

Role required: sn_align_core.apw_user

## Por Que e Quando Desempenhar Esta Tarefa

Edit the details of planning items from a side panel view, or the full details view
in the roadmap.

## Procedimento

1. Navigate to WorkspacesStrategic Planning WorkspacePortfolio Planning and open your roadmap.

   | Roadmap type | Navigation |
   | Portfolio plan roadmap | 1. From the Portfolio Plans tab, select a portfolio plan. 2. From the Planning section, select Roadmap. {#manage-planning-items-from-the-roadmap-view__ol_wwv_t4z_5wb} |
   | Free-form roadmap | From the Free-form Roadmaps tab, select a roadmap. |
   |-|-|

   {#manage-planning-items-from-the-roadmap-view__choicetable_vwv_t4z_5wb}
2. From the roadmap view, click a planning item that you want to update or delete.  
   The side panel opens with the Details tab.

   Further, you can click Full details and open the item's record page. On the full details page, you can also view related lists such as Milestones, Dependencies, and others. For field information, see [Planning item form](https://servicenow-prod.fluidtopics.net/KE7_WInGE2uESFJjontUyg "Learn about the fields in the forms of the different planning item types available in Strategic Planning. Use these forms to add new planning items or update details of existing items.").

   You can refine planning item descriptions---for item types such as Demand, Epic, Project, Capability, Feature, and Story---using the Write planning item skill, if the Now Assist for SPM application is installed.  
   Nota:  
   If your free-form roadmap was built on one of the PPM tables, such as project \[pm_project\] or demand \[dmn_demand\], you can only make updates from the full details page.
3. Update the details or delete the item.
   * To update, edit the field details and click Update.

     If you're on the full details page, click Save.
   * To delete, do the following:
     1. On the full details page, click the More Actions icon (![More actions icon.]()) and select Delete.
     2. Click OK to confirm.
     {#manage-planning-items-from-the-roadmap-view__ol_ck4_ytm_4rb}
   {#manage-planning-items-from-the-roadmap-view__choices_bzb_ptm_4rb}
**Tarefas relacionadas**   

* [Add milestones for roadmap items](https://servicenow-prod.fluidtopics.net/C4eUf0diZBoxeO08vdqqAg "Track key outcomes of your planning items (such as demands, epics, or programs) by creating milestones for them, directly from the roadmap view.")
* [Add dependencies for roadmap items](https://servicenow-prod.fluidtopics.net/6iQphw7tqCn9fO3hBkenhA "Create dependencies and visualize relationships between planning items of your portfolio or free-form roadmap, so that you can adjust their scheduling.")