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Manage portfolio plans › Portfolio Planning in Strategic Planning Workspace › Strategic Planning › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Modify a portfolio plan

Update the details of a portfolio plan in Strategic Planning Workspace or delete it, to reflect the changes in your planning priorities.

Before you begin

Create a portfolio plan.

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

  1. Navigate to Workspaces > Strategic Planning Workspace > Portfolio Planning.

  2. From the list of portfolio plans, select one.

  3. From the portfolio plan header, select the More actions icon (

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More actions icon in the portfolio plan header.\).
Image omitted: pp-actions-menu.png
Portfolio plan actions menu.
  1. Update the details of the portfolio plan or delete it.
ChoiceAction
Update portfolio plan
  1. Select Edit portfolio plan.
  2. Modify your selections using the Edit portfolio plan wizard.
  3. Select Update.
Delete portfolio plan
  1. Select Delete portfolio plan.
  2. Confirm by selecting Delete.

Parent Topic:Managing portfolio plans in Strategic Planning Workspace

Related topics

Share a portfolio plan with stakeholders

Collaborate on a portfolio plan

Show or hide the features for a portfolio plan