---
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


---

# Duplicate a portfolio plan

# Duplicate a portfolio plan {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create a portfolio plan with the data of an existing portfolio plan. If the portfolio plan you want to create is similar to an existing portfolio plan, duplicating the existing portfolio plan saves your time. You can also
duplicate portfolio plans that were shared with you either with view or edit access.

## Before you begin

Role required: sn_align_core.apw_user or business_stakeholder

## About this task

The Duplicate portfolio plan option copies the selected portfolio plan with its all data (Goals, Prioritization, and Roadmap) into the portfolio plan. It also preserves all dependencies and
relationships among the copied items and their child items.

## Procedure

1. Navigate to WorkspacesStrategic Planning WorkspacePortfolio 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.]()) and then select Duplicate portfolio plan.
4. On the Duplicate portfolio plan window, fill the details.
   1. Enter a name for the portfolio plan in the Portfolio plan name field.  
      By default, the name is ABC (Copy) where ABC is the name of the portfolio plan you copied from.
   2. **Optional:** Select Share with same users and groups option to grant access to the users of the portfolio plan you copied from.  
      The action grants the same read and edit access as is the users had for the portfolio plan you copied from.
   3. Select Confirm.
   {#copy-portfolio-plan-in-strategic-planning__substeps_n2l_tnv_yyb}

## Result

The new portfolio plan is created and a link is generated on the screen to access the new portfolio plan.

## What to do next

* View or update the goals for your portfolio plan according to the new portfolio plan. See [Managing portfolio plan goals in Strategic Planning Workspace](https://www.servicenow.com/docs/2c1QSmaZcXPwIOQSKEdSuA "Create goals for your portfolio plans, set targets for them, and evaluate the progress of the goals and targets in Strategic Planning Workspace to accomplish your organizational plans and drive business outcomes.").
* Analyze the backlog and prioritize work for your portfolio plan. See [Prioritizing portfolio plan work in Strategic Planning Workspace](https://www.servicenow.com/docs/GgMnCubFdUPi9bwbmcO2Uw "Review the work pipeline for your portfolio in Strategic Planning Workspace. Add, update, and rank planning items so that you can prioritize the right work for the right time.").
* 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](https://www.servicenow.com/docs/YkCchX_46NUX85W3HClczQ "As a portfolio manager, show or hide the features (for example, Goals, Scoring, Prioritization, Roadmap, and so on) for your portfolio plan as needed so that you can share only the required data with your stakeholders.").
{#copy-portfolio-plan-in-strategic-planning__ul_cvw_1f5_yyb}

*[\>]: and then