Modify a portfolio plan in Portfolio Planning Workspace

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

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

    Before you begin

    Create a portfolio plan in Portfolio Planning Workspace.

    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 > Portfolio 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 using the Portfolio plan actions menu.
      ChoiceAction
      Update portfolio plan
      1. Select Edit portfolio plan.
      2. Modify your selections using the portfolio plan wizard.

        For more information on using this wizard, see Create a portfolio plan in Portfolio Planning Workspace.

      3. Select Update.
      Delete portfolio plan
      1. Select Delete portfolio plan.
      2. Confirm by selecting Delete.

    What to do next

    Share your updated portfolio plan or collaborate with other stakeholders.