---
title: Edit a free-form roadmap view
description: Edit a customized free-form roadmap view based on your requirements, so you can access it when you log in again and share it with stakeholders for collaboration.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/edit-free-form-roadmap-view-ppw.html
release: australia
product: Portfolio Planning
classification: portfolio-planning
topic_type: task
last_updated: "2026-10-09"
reading_time_minutes: 2
breadcrumb: [Managing free-form roadmap views, Create a free-form roadmap, Plan roadmaps, Portfolio Planning, Strategic Portfolio Management]
---

# Edit a free-form roadmap view

Edit a customized free-form roadmap view based on your requirements, so you can access it when you log in again and share it with stakeholders for collaboration.

## Before you begin

Role required: sn\_align\_core.ap\_read\_only

## About this task

-   Only the owner of a free-form roadmap view can edit a shared \(public\) view.
-   You can have up to three private views and up to ten shared \(public\) views per free-form roadmap.

## Procedure

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

2.  Select a free-form roadmap to open it.

3.  From the free-form roadmap header, select the view you want to edit or override with your personalization settings from the list of available free-form roadmap views.

    The selected view appears.

4.  Make changes to the view as needed.

    For example, enable **Tracking mode** toggle.

    After you make any change to the view, the Save view option appears in the free-form roadmap header.

5.  Select **Save view**.

    The view is updated to reflect the changes made.

6.  To edit the name of the view, select the Free-form roadmap drop-down from the free-form roadmap header and then select the Edit view icon \(\[Omitted image "edit-view-icon-spw.png"\] Alt text: edit view icon.\) next to the view you want to edit the name for.

    On the Edit view window, fill the details.

    1.  Update the name for the view in the **View name** field as required.

        **Note:** Only the owner of the free-form roadmap view can rename the view.

    2.  Select the **Shared view** toggle to make this view public or disable the **Shared view** toggle to make the view private.

        **Important:** Changing a shared view to a private view removes access for existing stakeholders.

    3.  Select **Save**.

        \[Omitted image "edit-free-form-roadmap-view-ppw.gif"\] Alt text: Edit free-form roadmap view name.


## What to do next

Share the free-form roadmap with your stakeholders to start collaborating on the free-form roadmap. For more information, see [Share a free-form roadmap with stakeholders](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/share-free-form-roadmap-stakeholders-portfolio-planning.md).

**Parent Topic:**[Managing free-form roadmap views](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/managing-free-form-roadmap-views-ppw.md)

**Related topics**  


[Create a free-form roadmap view](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/create-free-form-roadmap-view-ppw.md)

[Delete a free-form roadmap view](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/delete-free-form-roadmap-view-ppw.md)