Update planning item details from Prioritization page of Strategic Planning Workspace

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

    • Update the details of your planning items or delete them so that your Strategic Planning Prioritization page reflects the latest work pipeline.

    Before you begin

    Role required: sn_align_core.apw_user

    About this task

    Update the details of a planning item using the List, Kanban, and Hierarchy views in the portfolio Prioritization page. Edit the details inline from the grid view or use the side panel. You can edit details such as short description, MoSCoW, approved dates and others to facilitate smoother real-time backlog grooming. Use the full details page of the planning item to add attachments and collaborate on them with the stakeholders.

    Procedure

    1. Navigate to All > Strategic Planning > Strategic Planning Workspace > Portfolio Planning.
    2. From the list of portfolio plans, select one and then select Planning.
    3. From the Prioritization page, select List, Kanban, or Hierarchy view.
    4. Update item details, attach files to the item, or delete the item.
      ChoiceAction
      Update planning item details
      Edit using one of the following ways. These actions are applicable for both high-level and regular portfolio plans:
      • List: Double-click an item's field on the grid to make inline edits or select the short description to open the full details page.
      • Kanban: Select a card to open its details in the side panel. You can select Full details to open the record page.
      • Hierarchy: Double-click an item's field on the grid to make inline edits or select the short description to open the full details page.

      The full details page shows the item's related lists such as Goal Relationships, Milestones, Dependencies, and others.

      For field information, see Planning item form.
      Attach files to planning item

      In the Attachments section of the full details page, select Browse and upload a file.
      Delete planning item
      From the full details page:
      1. Select the More Actions icon (More actions icon.) and select Delete.
      2. Click OK to confirm.

      Information of certain columns that aren’t editable in the full details page, can’t be edited inline too. For example, planned cost and planned benefit. These cells are visually differentiated using grey color as their background.

      If you group the Prioritization items list by any attribute, you can’t edit the short description of the items directly from the grid view.