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 duplicate portfolio plans that were shared with you either with view or edit access.
Before you begin
Role required: sn_align_core.apw_user or business_stakeholder
About this task
The Duplicate portfolio plan option copies the selected portfolio plan with its all data (Goals, Prioritization, and Roadmap) into the portfolio plan. It also preserves all dependencies and relationships among the copied items and their child items.
Procedure
Navigate to Workspaces > Strategic Planning Workspace > Portfolio Planning.
From the list of portfolio plans, select one.
From the portfolio plan header, select the More actions icon (
More actions icon in the portfolio plan header.\) and then select **Duplicate portfolio plan**.
On the Duplicate portfolio plan window, fill the details.
Enter a name for the portfolio plan in the Portfolio plan name field.
By default, the name is ABC (Copy) where ABC is the name of the portfolio plan you copied from.
Select Share with same users and groups option to grant access to the users of the portfolio plan you copied from.
The action grants the same read and edit access as is the users had for the portfolio plan you copied from.
Select Confirm.
Result
The new portfolio plan is created and a link is generated on the screen to access the new portfolio plan.
What to do next
- View or update the goals for your portfolio plan according to the new portfolio plan. See Managing portfolio plan goals in Strategic Planning Workspace.
- Analyze the backlog and prioritize work for your portfolio plan. See Prioritizing portfolio plan work in Strategic Planning Workspace.
- 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.
Parent Topic:Managing portfolio plans in Strategic Planning Workspace