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

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Share a portfolio plan

# Share a portfolio plan with stakeholders {#ariaid-title1}

* Release version: Zurich
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes 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](https://www.servicenow.com/docs/dHFMasAMWOnsicM0dqekcA "Use lens and build a personalized portfolio plan in Strategic Planning Workspace so that you can start to prioritize and align work.").
* 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.
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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, Roadmap, Kanban, Hierarchy tabs by default
  * Capacity tab if the user has the sn_align_ws.spw_capacity_user or sn_align_ws.spw_capacity_read role
  * Financials tab if the user has sn_align_ws.spw_financial_user role
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* Goals page if the user has the sn_apw_advanced.spw_goal_user role
* Scoring page if the user has the sn_align_core.apw_user role
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## Procedure

1. Navigate to WorkspacesStrategic Planning WorkspacePortfolio 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]()).  
   Note:  
   Alternatively, you can select Share actions icon (![Share actions of a portfolio plan.]()) and then select Copy link to copy a direct link to the portfolio plan that you can share with other users. The link provides access only to users who already have the required permissions.

   ![Copy link to share a portfolio plan.]()
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 comment and add attachments to the portfolio plan, but cannot modify the portfolio plan's settings or data.  
        Note:  
        Even if a user has the sn_align_core.apw_user role, they cannot edit planning item data from the portfolio plan grid view or side panel when granted view-only access. However, users with the sn_align_core.apw_user role can edit planning items and related tables from the record page.
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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](https://www.servicenow.com/docs/ldmk6Ot8VDPyh4pPBbMH_w "Add comments and attachments to your portfolio plan so that users can review and share their feedback. Collaborate with stakeholders and drive shared outcomes.").  
Change the access level or remove access for a user or a group.

1. From the portfolio plan header, select Share actions icon (![Share actions of a portfolio plan.]()) and then 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.
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**Related tasks**   

* [Modify a portfolio plan](https://www.servicenow.com/docs/AJwgqaImzreDg4I7sH8u4w "Update the details of a portfolio plan in Strategic Planning Workspace or delete it, to reflect the changes in your planning priorities.")
* [Show or hide the features for a portfolio plan](https://www.servicenow.com/docs/ibi8ASQrCMZ0HxzYTqHhEw "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.")

*[\>]: and then