Modify a portfolio plan

---
title: Modify a portfolio plan
description: Update the details of a portfolio plan in Portfolio Planning Workspace or delete it, to reflect the changes in your planning priorities.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/modify-portfolio-plan-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]
---

# Modify a portfolio plan

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

## 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

**Note:** Only the owner or editors of a portfolio plan can modify it.

## Procedure

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

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

3.  From the portfolio plan header, select the More actions icon \(\[Omitted image "more-actions.png"\] Alt text: More actions icon in the portfolio plan header.\).

    \[Omitted image "pp-actions-menu.png"\] Alt text: Portfolio plan actions menu.

4.  Update the details of the portfolio plan or delete it using the Portfolio plan actions menu.

<table id="choicetable_hjj_wbj_gvb"><thead><tr><th align="left" id="d130659e141">

Choice

</th><th align="left" id="d130659e144">

Action

</th></tr></thead><tbody><tr><td id="d130659e150">

**Update portfolio plan**

</td><td>

1.  Select **Edit portfolio plan**.
2.  Modify your selections using the portfolio plan wizard.

For more information on using this wizard, see [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).

3.  Select **Update**.


</td></tr><tr><td id="d130659e190">

**Delete portfolio plan**

</td><td>

1.  Select **Delete portfolio plan**.
2.  Confirm by selecting **Delete**.


</td></tr></tbody>
</table>
## What to do next

Share your updated portfolio plan or collaborate with other stakeholders.

-   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](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).
-   [Share a portfolio plan with stakeholders](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/share-portfolio-plan-in-portfolio-planning-workspace.md).
-   [Collaborate on portfolio plans](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/collaborate-on-portfolio-plans-in-portfolio-planning-workspace.md).

**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)