I see instructions in the documentation for editing the Description for a plan in Portfolio Classic but not in Portfolio 2.0. The logical place would be in Portfolio > View all Plans, where the names and descriptions of all the plans are listed. But the Description field is not editable there. I don't see any where else where I can edit the Description. (Probably obvious. I'm just not seeing it.)
I'm asking how to change the description, not the name. Yes, I can change the name as you describe, but I don't see how to change the description. If you choose Portfolio > View All Plans from the menu, you'll see a Name column and a Description column. How do I change the Description?
I have multiple projects that use variations of the same base workflow. The variations depend on the requirements of the project or issue type. The variations mostly come in the form of new statuses ...
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