Modify planning items from the roadmap view

---
title: Modify planning items from the roadmap view
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/scenario-planning-in-spw/manage-planning-items-from-the-roadmap-view.html
release: australia
product: Scenario Planning in SPW
classification: scenario-planning-in-spw
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
keywords: [alignment planner workspace, portfolio planning workspace, portfolio planner, strategic planner, strategic planning workspace, roadmap]
breadcrumb: [Create planning items, Plan roadmaps, Portfolio Planning in Strategic Planning Workspace, Strategic Planning, Strategic Portfolio Management]
---

# Modify planning items from the roadmap view

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** > **Strategic Planning Workspace** > **Portfolio Planning** and open your roadmap.

<table id="choicetable_vwv_t4z_5wb"><thead><tr><th align="left" id="d340147e105">

Roadmap type

</th><th align="left" id="d340147e108">

Navigation

</th></tr></thead><tbody><tr><td id="d340147e114">

**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="d340147e135">

**Free-form roadmap**

</td><td>

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

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

    The side panel opens with the Details tab.

    Further, you can click **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 [Planning item form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/planning-item-form.md).

    You can refine planning item descriptions—for item types such as Demand, Epic, Project, Capability, Feature, and Story—using the Write planning item skill, if the ServiceNow Otto for SPM application is installed.

    **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 click **Update**.

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

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

**Parent Topic:**[Create planning items from the roadmap view](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/create-new-items-from-a-roadmap.md)

**Related topics**  


[Add milestones for roadmap items](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/create-planning-item-milestones.md)

[Add dependencies for roadmap items](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/create-planning-item-dependencies-in-a-roadmap.md)