Modify a portfolio plan in Strategic Planning

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

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

    Before you begin

    Create a portfolio plan in Strategic Planning.

    Role required: sn_align_core.apw_user or business_stakeholder

    About this task

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

    Procedure

    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.