Modify planning items from roadmap
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
- Navigate to Workspaces > Portfolio Planning Workspace > Portfolio Planning and open your roadmap.
| Roadmap type | Navigation |
|---|---|
| Portfolio plan roadmap |
|
| Free-form roadmap | From the Free-form Roadmaps tab, select a roadmap. |
From the roadmap view, select a planning item that you want to update or delete.
The side panel opens with the Details tab.
Further, you can select 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 Demand planning item form or Project planning item form.
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.
Update the details or delete the item.
To update, edit the field details and select Update.
If you're on the full details page, select Save.
To delete, do the following:
- On the full details page, select the More Actions icon (
More actions icon.\) and select **Delete**.
2. Select **OK** to confirm.
Parent Topic:Create planning items from roadmap view