Modify a portfolio plan

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

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

    시작하기 전에

    Create a portfolio plan.

    Role required: sn_align_core.apw_user or business_stakeholder

    이 태스크 정보

    주:
    Only the owner or editors of a portfolio plan can modify it.

    프로시저

    1. Navigate to Workspaces > Strategic 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.
      ChoiceAction
      Update portfolio plan
      1. Select Edit portfolio plan.
      2. Modify your selections using the Edit portfolio plan wizard.
      3. Select Update.
      Delete portfolio plan
      1. Select Delete portfolio plan.
      2. Confirm by selecting Delete.