---
title: Edit a portfolio plan view
description: Edit a customized portfolio plan 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/scenario-planning-in-spw/edit-portfolio-plan-view-spw.html
release: australia
product: Scenario Planning in SPW
classification: scenario-planning-in-spw
topic_type: task
last_updated: "2026-10-09"
reading_time_minutes: 2
breadcrumb: [Manage portfolio plan views, Portfolio Planning in Strategic Planning Workspace, Strategic Planning, Strategic Portfolio Management]
---

# Edit a portfolio plan view

Edit a customized portfolio plan 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 portfolio plan view can edit a shared \(public\) view.
-   You can have up to three private views and up to ten shared \(public\) views per portfolio plan.

## Procedure

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

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

3.  From the portfolio plan header, select the view you want to edit or override with your personalization settings from the list of available portfolio plan views.

    The selected view appears.

4.  Make changes to the view as needed.

    For example, apply filter with the **Department** attribute and the value as **Finance**.

    After you make any change to the view, the Save view option appears in the portfolio plan header.

5.  Select **Save view**.

    The view is updated to reflect the changes made.

6.  To edit name of the view, select the Portfolio plan view drop-down from the portfolio plan header and then select 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 portfolio plan 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**.

        The name of the view is updated.

        \[Omitted image "edit-view-name-spw.gif"\] Alt text: Edit portfolio plan view name.


## What to do next

Share the portfolio plan with your stakeholders to start collaborating on the portfolio plan. See [Share a portfolio plan with stakeholders](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/share-portfolio-plan-alignment-planner-workspace.md).

**Parent Topic:**[Managing portfolio plan views in Strategic Planning Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/managing-portfolio-plan-views-spw.md)

**Related topics**  


[Create a portfolio plan view](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/create-portfolio-plan-view-spw.md)

[Delete a portfolio plan view](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/delete-portfolio-plan-view-spw.md)