Modify a portfolio plan

---
title: Modify a portfolio plan
description: Update the details of a portfolio plan in Strategic 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/scenario-planning-in-spw/modify-the-details-of-a-portfolio-plan-alignment-planner-workspace.html
release: australia
product: Scenario Planning in SPW
classification: scenario-planning-in-spw
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 in Strategic Planning Workspace, Strategic Planning, Strategic Portfolio Management]
---

# Modify a portfolio plan

Update the details of a portfolio plan in Strategic 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/scenario-planning-in-spw/create-portfolio-plans-in-alignment-planner-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** > **Strategic 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.

<table id="choicetable_hjj_wbj_gvb"><thead><tr><th align="left" id="d193760e144">

Choice

</th><th align="left" id="d193760e147">

Action

</th></tr></thead><tbody><tr><td id="d193760e153">

**Update portfolio plan**

</td><td>

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


</td></tr><tr><td id="d193760e181">

**Delete portfolio plan**

</td><td>

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


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

**Related topics**  


[Share a portfolio plan with stakeholders](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/share-portfolio-plan-alignment-planner-workspace.md)

[Collaborate on a portfolio plan](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/collaborate-stakeholders-portfolio-plan-alignment-planner-workspace.md)

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