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Create a free-form roadmap › Plan roadmaps › Portfolio Planning in Strategic Planning Workspace › Strategic Planning › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Collaborate on a free-form roadmap with stakeholders

Add comments and attachments to a free-form roadmap for other users of your organization can review and share their feedback. Collaborate and ensure that your roadmap aligns with your company's priorities.

Before you begin

Role required: sn_align_core.apw_user or sn_roadmap_plng.roadmap_editor

About this task

Using the Comments side panel, add attachments or notes at the roadmap-level or the planning item-level.

Procedure

  1. Navigate to Workspaces > Strategic Planning Workspace > Portfolio Planning > Free-form Roadmaps

  2. Select a roadmap to collaborate on.

  3. Select the appropriate tab at the roadmap-level or planning item-level.

ChoiceAction
Roadmap-levelFrom the roadmap header, select the Comments icon (
Image omitted: icon-comments.png
Comments icon.)</td></tr><tr><td id="d209464e123"><strong>Planning item-level</strong></td><td>
1. Select a planning item to open its details in the side panel. 2. Open the Comments or the Attachments tab.
  1. Add attachments or worknotes.
ChoiceAction
AttachmentsIn the Attachments tab, select Browse and upload a file.
Comments

In the Comments tab, add notes or comments and select Post Worknotes.

If you want to address your comments to a user, @-mention their name in the comment directly.