---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Modify planning items

# Modify planning items from roadmap {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 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 WorkspacesPortfolio Planning WorkspacePortfolio Planning and open your roadmap.

   | Roadmap type | Navigation |
   | Portfolio plan roadmap | 1. From the Portfolio Plans tab, select a portfolio plan. 2. From the Planning section, select Roadmap. {#modify-planning-items-from-roadmap-portfolio-planning__ol_ogc_1zz_5wb} |
   | Free-form roadmap | From the Free-form Roadmaps tab, select a roadmap. |
   |-|-|

   {#modify-planning-items-from-roadmap-portfolio-planning__choicetable_ngc_1zz_5wb}
2. From the roadmap view, select a planning item that you want to update or delete.  
   The side panel opens with the Details tab.

   Further, you can select 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 [Demand planning item form](https://www.servicenow.com/docs/huAuYhm0vX_SrCyFbFDV5A "Learn about the fields of the demand form. Use this form to create or edit the details of a planning item of the type Demand in Portfolio Planning.") or [Project planning item form](https://www.servicenow.com/docs/lrJpwB_pBto2tEuYvd7rAw "Learn about the fields of the project form. Use this form to create or edit the details of a planning item of the type Project in Portfolio Planning.").  
   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 select Update.

     If you're on the full details page, select Save.
   * To delete, do the following:
     1. On the full details page, select the More Actions icon (![More actions icon.]()) and select Delete.
     2. Select OK to confirm.
     {#modify-planning-items-from-roadmap-portfolio-planning__ol_ck4_ytm_4rb}
   {#modify-planning-items-from-roadmap-portfolio-planning__choices_bzb_ptm_4rb}
{#modify-planning-items-from-roadmap-portfolio-planning__steps_ohb_gtx_dwb}

*[\>]: and then