Modify planning items from roadmap

---
title: Modify planning items from roadmap
description: Update the details of planning items or delete them from a portfolio plan or free-form roadmap so that your roadmap reflects the latest plans.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/modify-planning-items-from-roadmap-portfolio-planning.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, roadmap]
breadcrumb: [Create planning items, Plan roadmaps, Portfolio Planning, Strategic Portfolio Management]
---

# Modify planning items from roadmap

Update the details of planning items or delete them from a portfolio plan or free-form roadmap so that your roadmap reflects the latest plans.

## Before you begin

Role required: sn\_align\_core.apw\_user

## About this task

Edit the details of planning items from a side panel view, or the full details view in the roadmap.

## Procedure

1.  Navigate to **Workspaces** > **Portfolio Planning Workspace** > **Portfolio Planning** and open your roadmap.

<table id="choicetable_ngc_1zz_5wb"><thead><tr><th align="left" id="d237727e99">

Roadmap type

</th><th align="left" id="d237727e102">

Navigation

</th></tr></thead><tbody><tr><td id="d237727e108">

**Portfolio plan roadmap**

</td><td>

1.  From the Portfolio Plans tab, select a portfolio plan.
2.  From the Planning section, select **Roadmap**.


</td></tr><tr><td id="d237727e129">

**Free-form roadmap**

</td><td>

From the Free-form Roadmaps tab, select a roadmap.

</td></tr></tbody>
</table>2.  From the roadmap view, select a planning item that you want to update or delete.

    The side panel opens with the Details tab.

    Further, you can select **Full details** and open the item's record page. On the full details page, you can also view related lists such as Milestones, Dependencies, and others. For field information, see [Demand planning item form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/demand-form-portfolio-planning.md) or [Project planning item form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/project-form-portfolio-planning.md).

    **Note:** If your free-form roadmap was built on one of the PPM tables, such as project \[pm\_project\] or demand \[dmn\_demand\], you can only make updates from the full details page.

3.  Update the details or delete the item.

    -   To update, edit the field details and select **Update**.

        If you're on the full details page, select **Save**.

    -   To delete, do the following:
        1.  On the full details page, select the More Actions icon \(\[Omitted image "more-actions-icon.png"\] Alt text: More actions icon.\) and select **Delete**.
        2.  Select **OK** to confirm.

**Parent Topic:**[Create planning items from roadmap view](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/create-planning-items-from-roadmap-view-portfolio-planning-workspace.md)