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.
Before you begin
Role required: sn_align_core.apw_user or business_stakeholder
About this task
Note: Only the owner or editors of a portfolio plan can modify it.
Procedure
Navigate to Workspaces > Portfolio Planning Workspace > Portfolio Planning.
From the list of portfolio plans, select one.
From the portfolio plan header, select the More actions icon (
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More actions icon in the portfolio plan header.\).
More actions icon in the portfolio plan header.\).
Image omitted: pp-actions-menu.png
Portfolio plan actions menu.
Portfolio plan actions menu.
- Update the details of the portfolio plan or delete it using the Portfolio plan actions menu.
| Choice | Action |
|---|---|
| Update portfolio plan |
For more information on using this wizard, see Create a portfolio plan.
|
| Delete portfolio plan |
|
What to do next
Share your updated portfolio plan or collaborate with other stakeholders.
- 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.
- Share a portfolio plan with stakeholders.
- Collaborate on portfolio plans.
Parent Topic:Managing portfolio plans in Portfolio Planning