Create a copy of an existing planning item in Portfolio Planning Workspace

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Create a copy of an existing planning item to add it to your portfolio plan's work backlog in Portfolio Planning Workspace and ensure that the work pipeline is current. If the planning item you want to create is similar to an existing planning item, copying the existing planning item saves your time.

    Before you begin

    Create a portfolio plan in Portfolio Planning Workspace.

    Role required: sn_align_core.apw_user

    About this task

    Use the Prioritization page of your portfolio plan to add new planning items or import them from other ServiceNow execution system such as Project Portfolio Management (PPM).

    Procedure

    1. Navigate to Workspaces > Portfolio Planning Workspace > Portfolio Planning.
    2. From the list of portfolio plans, select one and then select Planning.
    3. From the Prioritization page, select List view.
    4. Select the More actions icon (More actions icon.) of the planning item that you want to copy and then select Duplicate.
      The new planning item is created and the item appears right below the planning item you copied from. Also, the rank is updated for the new planning item automatically based on the rank of the planning item you copied from.

      By default, the name is Copy of ABC where ABC is the name of the planning item you copied from.

    5. Optional: If you're using PPM to execute the planned work, you can also import your work items from the application.
      For more information, see Executing Portfolio Planning work in PPM.

    What to do next