Managing portfolio plans in Portfolio Planning
Create personalized portfolio plans in Portfolio Planning Workspace and enable focused planning of work in the desired perspective (lens) to align with business objectives.
The following sections guide you on creating, updating, sharing, and collaborating with portfolio plans in Portfolio Planning Workspace.
For details on how to use roadmaps for your portfolio plans, see Planning roadmaps in Portfolio Planning.
- Create a high-level portfolio plan
Build a portfolio plan for high-level items (programs) in the Portfolio Planning Workspace so that you can prioritize, roadmap, and manage work aligned to these programs. - Create a portfolio plan
Use lens and build a personalized portfolio plan in Portfolio Planning Workspace so that you can start to prioritize and align work in the planning perspective of your choice. - Duplicate a portfolio plan
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 copy portfolio plans that were shared with you either with view or edit access. - Modify a portfolio plan
Update the details of a portfolio plan in Portfolio Planning Workspace or delete it, to reflect the changes in your planning priorities. - Show or hide the features for a portfolio plan
As a portfolio manager, show or hide the features (for example, Prioritization, Roadmap, and so on) for your portfolio plan as needed so that you can share only the required data with your stakeholders. - Share a portfolio plan with stakeholders
Share your portfolio plan with stakeholders and other planning managers so that they have visibility into the plan's progress and start collaborating. - Collaborate on portfolio plans
Add comments and attachments to your portfolio plan so that users can review and share their feedback. Collaborate with stakeholders and drive shared outcomes.
Parent Topic:Portfolio Planning