---
title: Update planning item details from Prioritization view
description: Update the details of your planning items or delete them so that the Prioritization page in Portfolio Planning Workspace reflects the latest work pipeline.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/modify-planing-item-details-from-prioritization-portfolio-planning-workspace.html
release: australia
product: Portfolio Planning
classification: portfolio-planning
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
keywords: [alignment planner workspace, portfolio planning workspace, portfolio planner, strategic planner, strategic planning workspace]
breadcrumb: [Prioritize portfolio plan work, Portfolio Planning, Strategic Portfolio Management]
---

# Update planning item details from Prioritization view

Update the details of your planning items or delete them so that the Prioritization page in Portfolio Planning Workspace reflects the latest work pipeline.

## Before you begin

Role required: sn\_align\_core.apw\_user

## About this task

Update the details of a planning item using the Prioritization and Hierarchy tabs in the portfolio planning page. Edit the details inline from the grid view to facilitate smoother real-time backlog grooming. Use the full details page of the planning item to add attachments and collaborate on them with the stakeholders.

## Procedure

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

2.  From the list of portfolio plans, select one and then select **Planning**.

3.  Update item details, attach files to the item, or delete the item.

<table id="choicetable_rz1_dn4_hvb"><thead><tr><th align="left" id="d222316e113">

Choice

</th><th align="left" id="d222316e116">

Action

</th></tr></thead><tbody><tr><td id="d222316e122">

**Update planning item details**

</td><td>

Edit using one of the following ways:

-   Double-click an item's field on the grid to make inline edits or select the short description to open the full details page.
-   Select the item name to open the full details page.
 The full details page shows the item's related lists such as Milestones, Dependencies, and others.

 For field information, see [Planning item form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/planning-item-form.md).

</td></tr><tr><td id="d222316e159">

**Attach files to planning item**

</td><td>

In the Attachments section of the full details page, select **Browse** and upload a file.

</td></tr><tr><td id="d222316e174">

**Delete planning item**

</td><td>

From the full details page:

1.  Select the More Actions icon \(\[Omitted image "more-actions-icon.png"\] Alt text: More actions icon.\) and select **Delete**.

**Note:** You can't delete the project record from Portfolio Planning Workspace if it has associated execution item. To delete such projects, open the record in PPM Standard.

2.  Select **OK** to confirm.


</td></tr></tbody>
</table>    Information of certain columns that aren’t editable in the full details page, can’t be edited inline too. For example, planned cost and planned benefit. These cells are visually differentiated using grey color as their background.

    If you group the Prioritization items list by any attribute, you can’t edit the short description of the items directly from the grid view.