Create a free-form roadmap

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Create a standalone visual roadmap to start high-level planning of work from different units of the company.

    Before you begin

    Role required: sn_align_core.apw_user

    About this task

    Create a standalone roadmap to plan work across multiple units of your organization, such as projects of all departments. To learn more about free-form roadmaps, see Roadmaps in Portfolio Planning.

    Select a source table as a starting point to base your roadmap on. Select one of project or demand for a simple roadmap or Planning Item table for a hybrid roadmap.

    Procedure

    1. Navigate to Workspaces > Portfolio Planning Workspace > Portfolio Planning > Free-form Roadmaps
    2. Select New.
      If this is the first free-form roadmap in your ServiceNow® instance, select Create your first free-form roadmap.
    3. Use the Create free-form roadmap wizard to fill out the details of your roadmap.
      1. Select a source table to base your roadmap on.
      2. Add conditions to filter the data from the source table.

        For example, if your source table is Project, the related filter condition can be Business Unit is Finance AND Active is true.

      3. Enter details of the name and planned dates for the roadmap.
        Note:
        The start and end dates for your roadmap act as a date range filter for all the items displayed in the roadmap.
    4. Select Create.

    Result

    • A new roadmap is created and displayed.
    • This roadmap is listed in the Free-form roadmaps tab of the home page of Portfolio Planning Workspace.

    What to do next

    • Update, personalize, and collaborate with your roadmap.
    • Add milestones or create dependencies for the items planned on your roadmap.