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Docs for planning items › Portfolio Planning › Strategic Portfolio Management
Release: Australia · Updated: 2026-07-09 · Official documentation · View source

Create and manage pages and subpages for planning items

Flexibly organize information for your planning items by creating, duplicating, and deleting pages and subpages in Strategic Planning.

Before you begin

Role required: sn_align_core.apw_user

Procedure

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

  2. From the list of portfolio plans, select a portfolio plan.

  3. From the Prioritization or Roadmap page, select a planning item that you would like to create a doc page for.

    If you have selected a planning item from the Roadmap page, select Full details from the Details tab of the item's side panel.

  4. From the planning item's record page, select Docs.

  5. To create a page, you can create a blank page or start with a predefined template.

    • For a blank page, select Create page.
    • To create from templates:
      1. Select Create Page from template.
Image omitted: eap-doc-create-from-template.png
Create Page from template
    2.  Select a template from the Template Center and select **Create page**.
Image omitted: spw-doc-templates-list.png
Doc templates list.
The new page is created and added to your Doc with the name **Untitled**, which you can rename.
  1. To create a subpage, select the Page Actions menu (
Image omitted: eap-doc-page-actions-icon.png
Page Actions icon.\) and select **Create subpage**.
Image omitted: eap-doc-create-subpage.png
Create subpage for a Doc in Portfolio Planning.
  1. To delete a page or a subpage, select the Page Actions menu (
Image omitted: eap-doc-page-actions-icon.png
Page Actions icon.\) and select **Delete**.