Collaborate on portfolio plans

---
title: Collaborate on portfolio plans
description: Add comments and attachments to your portfolio plan so that users can review and share their feedback. Collaborate with stakeholders and drive shared outcomes.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/collaborate-on-portfolio-plans-in-portfolio-planning-workspace.html
release: australia
product: Portfolio Planning
classification: portfolio-planning
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
keywords: [alignment planner workspace, portfolio planning workspace, portfolio planner, strategic planner, strategic planning workspace]
breadcrumb: [Manage portfolio plans, Portfolio Planning, Strategic Portfolio Management]
---

# Collaborate on portfolio plans

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

[Create a portfolio plan](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/create-portfolio-plan-in-portfolio-planning-workspace.md).

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, which includes Prioritization and Roadmap.

## Procedure

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

2.  From the list of portfolio plans, select one and then select **Planning**.

3.  From the portfolio plan header in the Planning page, select the **Comments** icon \(\[Omitted image "icon-comments.png"\] Alt text: Comments icon.\).

4.  Add comments or attachments to the portfolio plan.

<table id="choicetable_yrk_wkj_gvb"><thead><tr><th align="left" id="d237251e140">

Choice

</th><th align="left" id="d237251e143">

Action

</th></tr></thead><tbody><tr><td id="d237251e149">

**Attachments**

</td><td>

In the Attachments tab, select **Browse** and upload a file.

</td></tr><tr><td id="d237251e164">

**Comments**

</td><td>

In the Comments tab, add notes or comments and select **Post Worknotes**.

 If you want to address your comments to a specific user, @-mention their name in the comment directly.

</td></tr></tbody>
</table>
**Parent Topic:**[Managing portfolio plans in Portfolio Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/managing-portfolio-plans-in-portfolio-planning.md)

**Related topics**  


[Show or hide the features for a portfolio plan](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/show-or-hide-the-features-for-your-portfolio-plan-ppw.md)