---
title: Duplicate a portfolio plan
description: 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, duplicating the existing portfolio plan saves your time. You can also copy portfolio plans that were shared with you either with view or edit access.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/copy-portfolio-plan-in-portfolio-planning.html
release: australia
product: Portfolio Planning
classification: portfolio-planning
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 2
breadcrumb: [Manage portfolio plans, Portfolio Planning, Strategic Portfolio Management]
---

# Duplicate a portfolio plan

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, duplicating 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 \(Prioritization and Roadmap\) into the portfolio plan. It also preserves all dependencies and relationships among the copied items and their child items.

## Procedure

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

2.  From the list of portfolio plans, select one.

3.  From the portfolio plan header, select the More actions icon \(\[Omitted image "more-actions.png"\] Alt text: More actions icon in the portfolio plan header.\) and then select **Duplicate portfolio plan**.

4.  On the Duplicate portfolio plan window, fill the details.

    1.  Enter a name for the portfolio plan in the **Portfolio plan name** field.

        By default, the name is **ABC \(Copy\)** where ABC is the name of the portfolio plan you copied from.

    2.  Select **Share with same users and groups** option to grant access to the users of the portfolio plan you copied from.

        The action grants the same read and edit access as is the users had for the portfolio plan you copied from.

    3.  Select **Confirm**.


## 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

-   Analyze the backlog and prioritize work for your portfolio plan. See [Prioritizing portfolio plan work in Portfolio Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/prioritizing-work-in-portfolio-planning-workspace.md).
-   Roadmap the prioritized work to visualize and track progress of your plans. See [Planning roadmaps in Portfolio Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/planning-roadmaps-in-portfolio-planning.md).
-   [Modify a portfolio plan](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/modify-portfolio-plan-in-portfolio-planning-workspace.md).
-   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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/show-or-hide-the-features-for-your-portfolio-plan-ppw.md).
-   [Share a portfolio plan with stakeholders](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/share-portfolio-plan-in-portfolio-planning-workspace.md).

**Parent Topic:**[Managing portfolio plans in Portfolio Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/managing-portfolio-plans-in-portfolio-planning.md)