Share a portfolio plan in Strategic Planning

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

    • Share your portfolio plan with stakeholders and other planning managers so that they have visibility into the plan's progress and start collaborating.

    Before you begin

    • Create a portfolio plan in Strategic Planning.
    • Users or groups that you want to share the portfolio plan with must have the sn_align_core.ap_read_only or sn_align_core.apw_user role to get the read or edit access to the portfolio plan respectively.

    Role required: sn_align_core.apw_user or business_stakeholder

    About this task

    Select individual users or groups to share the portfolio with.

    When you share a portfolio plan with an individual user or a group, they can access the following data of the portfolio plan:
    • Planning page (Prioritization and Roadmap tabs) by default
    • Capacity tab in the Planning page if the user has the sn_align_ws.spw_capacity_user or sn_align_ws.spw_capacity_read role
    • Goals page if the user has the sn_apw_advanced.spw_goal_user role.

    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 in the Planning page, select the Share portfolio plan icon (Share portfolio plan with users and groups).
    4. On the Share portfolio plan form, select users to share the portfolio plan with and set their access appropriately.
      1. In the Members or Groups field, enter the names of individual users or groups.
      2. From the Access field, select the access level as Viewer or Editor for the selected names.
        • An editor can view and change the portfolio plan's settings and data.
        • A viewer can only comment or add attachments. They can’t change any settings or data.
          Note:
          Even if a user is granted view-only access to a portfolio plan, they can still edit planning item tables or any associated tables used in the portfolio plan if they have the sn_align_core.apw_user role assigned.
    5. Select Send invite.

    Result

    The selected individual and group users are notified of the portfolio plan sharing through an email.

    What to do next

    Collaborate on a portfolio plan in Strategic Planning.

    Change the access level or remove access for a user or a group.
    1. On the Share portfolio plan form, select Manage access.
    2. From the user or group card, select the Action Menu icon (Action menu icon.).
    3. Select the right access level or select Remove.