Modify a portfolio plan in Portfolio Planning Workspace

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.

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 ().

   

4. Update the details of the portfolio plan or delete it using the Portfolio plan actions menu.

   Choice	Action
   Update portfolio plan	Select Edit portfolio plan. Modify your selections using the portfolio plan wizard. For more information on using this wizard, see Create a portfolio plan. Select Update.
   Delete portfolio plan	Select Delete portfolio plan. Confirm by selecting Delete.

What to do next

Share your updated portfolio plan or collaborate with other stakeholders.

• Show or hide features for your portfolio plan according to your requirement while sharing a portfolio plan with your stakeholders. See, Show or hide the features for a portfolio plan.
• Share a portfolio plan with stakeholders.
• Collaborate on portfolio plans in Portfolio Planning Workspace.