Form field information for Strategic Planning Release version: Australia Updated March 12, 2026 1 minute to readField information for forms used in the Strategic Planning application. Action Assignment formLearn about the fields of the Action Assignment form. Use this form to add the New action button to the APW List Menu Configuration page.Choice map formUnderstand the fields of the choice map form. This form is used to create choice maps.Context Variable formUse the Context Variable form to create a context variable for a target source for calculating the actual value of the target based on the configured input values.Create cost plan formUse this form to create cost plans for your planning items.Create expense line formUse this form to create expense lines for your actual expense.Dependency formLearn about the fields of the dependency form. Use this form to add and establish dependencies between planning items on the roadmap in Strategic Planning workspace.Field map formUnderstand the fields of the field map form. This form is used to create mappings for a corresponding table map.Goal Assigned Entity Configuration formUse the Goal Assigned Entity Configuration form to configure a table for an assigned entity type so that the goal user can associate goals with the required assigned entity.Goal formUse the Goal form to create goals for your organizational strategic priorities.Goal Preferences formUse the Goal Preferences form to manage goals such as the calendar type used for goal setting, weighted average calculation for goal progress, and deletion of goals and targets.Goal/Target Relationship formUse the Goal/Target Relationship form to create a relationship between a goal and planning item, strategic item, or any other item.Highlighted Value formLearn about the fields of the Highlighted Value form. Use this form to customize the fields to be highlighted on the Prioritization page of a portfolio plan in Strategic Planning workspace.Highlighted Value Condition formLearn about the fields of the Highlighted Value Conditions form. Use this form to configure the display of highlighted fields in Strategic Planning workspace.Initiative formLearn about the fields of the initiative form. Use this form to create or edit the details of an Initiative in Strategic Planning.Lens formLearn about the fields of the Lens form. Use this form to create a lens in Strategic Planning.Lens structure formLearn about the fields of the Lens structure form. Use this form to define a structure for your lens in Strategic Planning.List Applicability formLearn the field information for the List Applicability form. Use this information to define audience for the newly created lists for Strategic Planning workspace.Planning item type formLearn about the fields of the new table form that are required to add a new planning item type in Strategic Planning.Planning item formLearn about the fields in the forms of the different planning item types available in Strategic Planning. Use these forms to add new planning items or update details of existing items.Planning item milestone formLearn about the fields of the planning item milestone form. Use this form to create milestones for the planning items in your roadmap in Strategic Planning workspace.Portfolio plan configuration formLearn about the fields of the Portfolio plan form. Use this form to create or update display settings of the planning items for a portfolio plan in Strategic Planning Workspace.Product Enhancement formLearn about the fields of the product enhancement form. Use this form to create or edit the details of a product enhancement in Strategic Planning.Progress value calculationThe progress or percentage complete value of goals is auto-calculated using different formulas. The formula depends on whether the goal has only targets, a combination of sub-goals and targets, and if it has weighted average calculation enabled.Roadmap milestone formLearn about the fields of the roadmap milestone form. Use this form to create a milestone for the timeline of your roadmap in Strategic Planning workspace.Roadmap configuration formLearn about the fields of the roadmap configuration form. Use this form to add new tables to roadmap preferences and configure their details in Strategic Planning.Scheduled Script Execution formScheduled Jobs are automated pieces of work that can be performed at a specific time or on a recurring schedule.Scheduled Script Execution form to generate labor costs for planning itemsUse the Scheduled Script Execution form to enable Generate Labor Costs and Generate Labor Costs For Epic scheduler jobs for your planning items.Strategic program formLearn about the fields of the Strategic program form. Use this form to create or edit the details of a Strategic Program in Strategic Planning.Table map formUnderstand the fields of the table map form. This form is used to create a new custom table map for any record to integrate with Agile Development 2.0, SAFe, and PPM.Target automation script for benefit plansUse the predefined Benefit Plans script as a target source to automate the actual value of your targets from the benefit plans of relevant work items.Target Breakdown formUse the Target Breakdown form to track and measure the progress of the target breakdown and its goal.Target formUse the Target form to track and measure the progress of the goals.Target Source formUse the Target Source form to create and configure a source for your targets so that the actual value of the target is auto-updated.UX List Category formLearn about the fields of the UX List Category form. Use this form to create additional categories for lists in the Lists menu of Strategic Planning workspaces.UX List formLearn about the fields of the UX List form. Use this form to create additional lists in the Lists menu of Strategic Planning workspaces.View rule formLearn about the fields of the view rule form. Use this form to define workspace view rules for the form views of new planning item types in Strategic Planning.Widget association formUse these form fields to associate a widget with project table and view it on financials.Widget New Record formUse these form fields to create a new widget for your project administration.
Form field information for Strategic Planning Release version: Australia Updated March 12, 2026 1 minute to readField information for forms used in the Strategic Planning application. Action Assignment formLearn about the fields of the Action Assignment form. Use this form to add the New action button to the APW List Menu Configuration page.Choice map formUnderstand the fields of the choice map form. This form is used to create choice maps.Context Variable formUse the Context Variable form to create a context variable for a target source for calculating the actual value of the target based on the configured input values.Create cost plan formUse this form to create cost plans for your planning items.Create expense line formUse this form to create expense lines for your actual expense.Dependency formLearn about the fields of the dependency form. Use this form to add and establish dependencies between planning items on the roadmap in Strategic Planning workspace.Field map formUnderstand the fields of the field map form. This form is used to create mappings for a corresponding table map.Goal Assigned Entity Configuration formUse the Goal Assigned Entity Configuration form to configure a table for an assigned entity type so that the goal user can associate goals with the required assigned entity.Goal formUse the Goal form to create goals for your organizational strategic priorities.Goal Preferences formUse the Goal Preferences form to manage goals such as the calendar type used for goal setting, weighted average calculation for goal progress, and deletion of goals and targets.Goal/Target Relationship formUse the Goal/Target Relationship form to create a relationship between a goal and planning item, strategic item, or any other item.Highlighted Value formLearn about the fields of the Highlighted Value form. Use this form to customize the fields to be highlighted on the Prioritization page of a portfolio plan in Strategic Planning workspace.Highlighted Value Condition formLearn about the fields of the Highlighted Value Conditions form. Use this form to configure the display of highlighted fields in Strategic Planning workspace.Initiative formLearn about the fields of the initiative form. Use this form to create or edit the details of an Initiative in Strategic Planning.Lens formLearn about the fields of the Lens form. Use this form to create a lens in Strategic Planning.Lens structure formLearn about the fields of the Lens structure form. Use this form to define a structure for your lens in Strategic Planning.List Applicability formLearn the field information for the List Applicability form. Use this information to define audience for the newly created lists for Strategic Planning workspace.Planning item type formLearn about the fields of the new table form that are required to add a new planning item type in Strategic Planning.Planning item formLearn about the fields in the forms of the different planning item types available in Strategic Planning. Use these forms to add new planning items or update details of existing items.Planning item milestone formLearn about the fields of the planning item milestone form. Use this form to create milestones for the planning items in your roadmap in Strategic Planning workspace.Portfolio plan configuration formLearn about the fields of the Portfolio plan form. Use this form to create or update display settings of the planning items for a portfolio plan in Strategic Planning Workspace.Product Enhancement formLearn about the fields of the product enhancement form. Use this form to create or edit the details of a product enhancement in Strategic Planning.Progress value calculationThe progress or percentage complete value of goals is auto-calculated using different formulas. The formula depends on whether the goal has only targets, a combination of sub-goals and targets, and if it has weighted average calculation enabled.Roadmap milestone formLearn about the fields of the roadmap milestone form. Use this form to create a milestone for the timeline of your roadmap in Strategic Planning workspace.Roadmap configuration formLearn about the fields of the roadmap configuration form. Use this form to add new tables to roadmap preferences and configure their details in Strategic Planning.Scheduled Script Execution formScheduled Jobs are automated pieces of work that can be performed at a specific time or on a recurring schedule.Scheduled Script Execution form to generate labor costs for planning itemsUse the Scheduled Script Execution form to enable Generate Labor Costs and Generate Labor Costs For Epic scheduler jobs for your planning items.Strategic program formLearn about the fields of the Strategic program form. Use this form to create or edit the details of a Strategic Program in Strategic Planning.Table map formUnderstand the fields of the table map form. This form is used to create a new custom table map for any record to integrate with Agile Development 2.0, SAFe, and PPM.Target automation script for benefit plansUse the predefined Benefit Plans script as a target source to automate the actual value of your targets from the benefit plans of relevant work items.Target Breakdown formUse the Target Breakdown form to track and measure the progress of the target breakdown and its goal.Target formUse the Target form to track and measure the progress of the goals.Target Source formUse the Target Source form to create and configure a source for your targets so that the actual value of the target is auto-updated.UX List Category formLearn about the fields of the UX List Category form. Use this form to create additional categories for lists in the Lists menu of Strategic Planning workspaces.UX List formLearn about the fields of the UX List form. Use this form to create additional lists in the Lists menu of Strategic Planning workspaces.View rule formLearn about the fields of the view rule form. Use this form to define workspace view rules for the form views of new planning item types in Strategic Planning.Widget association formUse these form fields to associate a widget with project table and view it on financials.Widget New Record formUse these form fields to create a new widget for your project administration.