Update planning item details from Prioritization tab

---
title: Update planning item details from Prioritization tab
description: All references to "Backlog" are changed to "Prioritization" following the change of the feature name in the app.Update the details of your planning items or delete them so that your Strategic Planning Prioritization tab reflects the latest work pipeline.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/it-business-management/scenario-planning-in-spw/update-planning-item-details-from-backlog-in-alignment-planner-workspace.html
release: brazil
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]
breadcrumb: [Prioritize portfolio plan work, Portfolio Planning in Strategic Planning Workspace, Strategic Planning, Strategic Portfolio Management]
---

# Update planning item details from Prioritization tab

Update the details of your planning items or delete them so that your Strategic Planning Prioritization tab reflects the latest work pipeline.

## Before you begin

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

## About this task

Update the details of a planning item using the Prioritization, Kanban, and Hierarchy tabs in the Planning page. Edit the details inline from the grid view or use the side panel. You can edit details such as short description, MoSCoW, approved dates and others to facilitate smoother real-time backlog grooming. Use the full details page of the planning item to add attachments and collaborate on them with the stakeholders.

## Procedure

1.  Navigate to **All** > **Strategic Planning** > **Strategic Planning Workspace** > **Portfolio Planning**.

2.  From the list of portfolio plans, select one and then select **Planning**.

3.  Update item details, attach files to the item, or delete the item.

<table id="choicetable_rz1_dn4_hvb"><thead><tr><th align="left" id="d225461e122">

Choice

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Action

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**Update planning item details**

</td><td>

Edit using one of the following ways. These actions are applicable for both high-level and regular portfolio plans:

-   Prioritization: Double-click an item's field on the grid to make inline edits or select the short description to open the full details page.
-   Kanban: Select a card to open its details in the side panel. You can select **Full details** to open the record page.
-   Hierarchy: Double-click an item's field on the grid to make inline edits or select the short description to open the full details page.
 The full details page shows the item's related lists such as Goal Relationships, Milestones, Dependencies, and others.

 For field information, see [Planning item form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/scenario-planning-in-spw/planning-item-form.md).

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**Attach files to planning item**

</td><td>

In the Attachments section of the full details page, select **Browse** and upload a file.

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**Delete planning item**

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From the full details page:

1.  Select the More Actions icon \(\[Omitted image "more-actions-icon.png"\] Alt text: More actions icon.\) and select **Delete**.
2.  Click **OK** to confirm.


</td></tr></tbody>
</table>    Information of certain columns that aren’t editable in the full details page, can’t be edited inline too. For example, planned cost and planned benefit. These cells are visually differentiated using grey color as their background.

    If you group the Prioritization items list by any attribute, you can’t edit the short description of the items directly from the grid view.