Duplicate a planning item

---
title: Duplicate a planning item
description: Create a copy of an existing planning item to add it to your portfolio plan's work backlog in Portfolio Planning Workspace and ensure that the work pipeline is current. If the planning item you want to create is similar to an existing planning item, duplicating the existing planning item saves your time.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/copy-planning-item-in-portfolio-planning.html
release: australia
product: Portfolio Planning
classification: portfolio-planning
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Prioritize portfolio plan work, Portfolio Planning, Strategic Portfolio Management]
---

# Duplicate a planning item

Create a copy of an existing planning item to add it to your portfolio plan's work backlog in Portfolio Planning Workspace and ensure that the work pipeline is current. If the planning item you want to create is similar to an existing planning item, duplicating the existing planning item saves your time.

## 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

## About this task

Use the Prioritization page of your portfolio plan to add new planning items or import them from other ServiceNow execution system such as Project Portfolio Management \(PPM\).

## 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 Planning page, select **Prioritization** tab.

4.  Select the More actions icon \(\[Omitted image "more-actions.png"\] Alt text: More actions icon.\) of the planning item that you want to copy and then select **Duplicate**.

    The new planning item is created and the item appears right below the planning item you copied from. Also, the rank is updated for the new planning item automatically based on the rank of the planning item you copied from.

    By default, the name is **Copy of ABC** where ABC is the name of the planning item you copied from.

5.  If you're using PPM to execute the planned work, you can also import your work items from the application.

    For more information, see [Executing Portfolio Planning work in PPM](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/executing-portfolio-planning-with-ppm.md).


## What to do next

-   [Rank planning items](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/rank-and-prioritize-work-portfolio-planning-workspace.md).
-   [Update planning item details from Prioritization view](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/modify-planing-item-details-from-prioritization-portfolio-planning-workspace.md).
-   [Personalizing views for prioritization](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/personalizing-prioritization-page-views-in-portfolio-planning-workspace.md).