Modify a portfolio plan

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Update the details of a portfolio plan in Strategic Planning Workspace or delete it, to reflect the changes in your planning priorities.

    Antes de Iniciar

    Create a portfolio plan.

    Role required: sn_align_core.apw_user or business_stakeholder

    Por Que e Quando Desempenhar Esta Tarefa

    Nota:
    Only the owner or editors of a portfolio plan can modify it.

    Procedimento

    1. Navigate to Workspaces > Strategic Planning Workspace > Portfolio Planning.
    2. From the list of portfolio plans, select one.
    3. From the portfolio plan header, select the More actions icon (More actions icon in the portfolio plan header.).

      Portfolio plan actions menu.

    4. Update the details of the portfolio plan or delete it.
      ChoiceAction
      Update portfolio plan
      1. Select Edit portfolio plan.
      2. Modify your selections using the Edit portfolio plan wizard.
      3. Select Update.
      Delete portfolio plan
      1. Select Delete portfolio plan.
      2. Confirm by selecting Delete.