Modify planning items from the roadmap view in Strategic Planning Workspace

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

    • Update the details of planning items or delete them from a portfolio plan or free-form roadmap so that your roadmap reflects the latest plans.

    Before you begin

    Role required: sn_align_core.apw_user

    About this task

    Edit the details of planning items from a side panel view, or the full details view in the roadmap.

    Procedure

    1. Navigate to Workspaces > Strategic Planning Workspace > Portfolio Planning and open your roadmap.
      Roadmap typeNavigation
      Portfolio plan roadmap
      1. From the Portfolio Plans tab, select a portfolio plan.
      2. From the Planning section, select Roadmap.
      Free-form roadmap

      From the Free-form Roadmaps tab, select a roadmap.
    2. From the roadmap view, click a planning item that you want to update or delete.

      The side panel opens with the Details tab.

      Further, you can click Full details and open the item's record page. On the full details page, you can also view related lists such as Milestones, Dependencies, and others. For field information, see Planning item form.

      Note:
      If your free-form roadmap was built on one of the PPM tables, such as project [pm_project] or demand [dmn_demand], you can only make updates from the full details page.
    3. Update the details or delete the item.
      • To update, edit the field details and click Update.

        If you're on the full details page, click Save.

      • To delete, do the following:
        1. On the full details page, click the More Actions icon (More actions icon.) and select Delete.
        2. Click OK to confirm.