Create a copy of an existing portfolio plan in Strategic Planning
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- UpdatedAug 1, 2024
- 2 minutes to read
- Xanadu
- Strategic Portfolio Management
Create a copy of an existing portfolio plan in Strategic Planning
Create a portfolio plan with the data of an existing portfolio plan. If the portfolio plan you want to create is similar to an existing portfolio plan, copying the existing portfolio plan saves your time. You can also copy portfolio plans that were shared with you either with view or edit access.
Before you begin
Role required: sn_align_core.apw_user or business_stakeholder
About this task
The Duplicate portfolio plan option copies the selected portfolio plan with its all data (Goals, Prioritization, and Roadmap) into the portfolio plan. It also preserves all dependencies and relationships among the copied items and their child items.
Procedure
- Navigate to .
- From the list of portfolio plans, select one.
- From the portfolio plan header, select the More actions icon () and then select Duplicate portfolio plan.
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On the Duplicate portfolio plan window, fill the details.
Result
The new portfolio plan is created and a link is generated on the screen to access the new portfolio plan.
What to do next
- View or update the goals for your portfolio plan according to the new portfolio plan. See Managing goals in Strategic Planning.
- Analyze the backlog and prioritize work for your portfolio plan. See Prioritizing portfolio plan work in Strategic Planning.
- Show or hide features for your portfolio plan according to your requirement while sharing a portfolio plan with your stakeholders. See, Show or hide the features for a portfolio plan.