Update planning item details from Prioritization view
Update the details of your planning items or delete them so that the Prioritization page in Portfolio Planning Workspace reflects the latest work pipeline.
Before you begin
Role required: sn_align_core.apw_user
About this task
Update the details of a planning item using the Prioritization and Hierarchy tabs in the portfolio planning page. Edit the details inline from the grid view to facilitate smoother real-time backlog grooming. Use the full details page of the planning item to add attachments and collaborate on them with the stakeholders.
Procedure
Navigate to Workspaces > Portfolio Planning Workspace > Portfolio Planning.
From the list of portfolio plans, select one and then select Planning.
Update item details, attach files to the item, or delete the item.
| Choice | Action |
|---|---|
| Update planning item details | Edit using one of the following ways: - Double-click an item's field on the grid to make inline edits or select the short description to open the full details page. - Select the item name to open the full details page. The full details page shows the item's related lists such as Milestones, Dependencies, and others. For field information, see Planning item form. |
| Attach files to planning item | In the Attachments section of the full details page, select Browse and upload a file. |
| Delete planning item | From the full details page:
Note: You can't delete the project record from Portfolio Planning Workspace if it has associated execution item. To delete such projects, open the record in PPM Standard.
|
Information of certain columns that aren’t editable in the full details page, can’t be edited inline too. For example, planned cost and planned benefit. These cells are visually differentiated using grey color as their background.
If you group the Prioritization items list by any attribute, you can’t edit the short description of the items directly from the grid view.