---
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 a portfolio plan

# Modify a portfolio plan {#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 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](https://servicenow-prod.fluidtopics.net/80gPnCFSjC94JMqV74tUDA "Use lens and build a personalized portfolio plan in Strategic Planning Workspace so that you can start to prioritize and align work.").

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 WorkspacesStrategic Planning WorkspacePortfolio 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.]()).  
4. Update the details of the portfolio plan or delete it.

   | Choice | Action |
   | Update portfolio plan | 1. Select Edit portfolio plan. 2. Modify your selections using the Edit portfolio plan wizard. 3. Select Update. {#modify-the-details-of-a-portfolio-plan-alignment-planner-workspace__ol_tcj_xbj_gvb} |
   | Delete portfolio plan | 1. Select Delete portfolio plan. 2. Confirm by selecting Delete. {#modify-the-details-of-a-portfolio-plan-alignment-planner-workspace__ol_xnz_bcj_gvb} |
   |-|-|

   {#modify-the-details-of-a-portfolio-plan-alignment-planner-workspace__choicetable_hjj_wbj_gvb}
**Tarefas relacionadas**   

* [Share a portfolio plan with stakeholders](https://servicenow-prod.fluidtopics.net/v_dp_CcrC~m3_X0yxP_hRg "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 a portfolio plan](https://servicenow-prod.fluidtopics.net/VOiblzrAWd~t9~UNo6Q0PQ "Add comments and attachments to your portfolio plan so that users can review and share their feedback. Collaborate with stakeholders and drive shared outcomes.")
* [Show or hide the features for a portfolio plan](https://servicenow-prod.fluidtopics.net/LVLGBCwd6v2bAdkD5LlZyQ "As a portfolio manager, show or hide the features (for example, Goals, Scoring, Prioritization, Roadmap, and so on) for your portfolio plan as needed so that you can share only the required data with your stakeholders.")