Collaborate on a portfolio plan
Add comments and attachments to your portfolio plan so that users can review and share their feedback. Collaborate with stakeholders and drive shared outcomes.
Before you begin
Role required: sn_align_core.apw_user or business_stakeholder
About this task
Comment on plans and data points, share attachments, and provide feedback from a single place in the workspace to ensure all the stakeholders are in alignment with the business priorities.
The attachments and comments that you add from the portfolio plan's header, they apply to the entire portfolio plan (Goals, Prioritization, and Roadmap).
Procedure
Navigate to Workspaces > Strategic Planning Workspace > Portfolio Planning.
From the list of portfolio plans, select one.
From the portfolio plan header in the Planning page, select the Comments icon (
Comments icon.\).
- Add comments or attachments to the portfolio plan.
| Choice | Action |
|---|---|
| Attachments | In the Attachments tab, select Browse and upload a file. |
| Comments | In the Comments tab, add notes or comments and select Post Work notes. If you want to address your comments to a specific user, @-mention their name in the comment directly. |
Parent Topic:Managing portfolio plans in Strategic Planning Workspace
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