---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Configure additional source tables for free-form roadmap in Portfolio Planning

# Configure additional source tables for free-form roadmap in Portfolio Planning {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Add new tables to roadmap preferences and configure their details so that these
tables can be used as source tables while creating a free-form roadmap in Portfolio Planning.

## Before you begin

[Install Portfolio Planning](https://servicenow-prod.fluidtopics.net/wxoUKWc5FfMB5HCHxuWIwg "You can install the Portfolio Planning application (sn_align_ws) if you have the admin role.The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.").

Role required: sn_align_core.apw_admin

## Procedure

1. Navigate to AllPortfolio PlanningPortfolio Plan Configuration.
2. Select New.
3. On the form, fill in the fields.  
   For field information, see [Portfolio plan configuration form](https://servicenow-prod.fluidtopics.net/IgQAViOUoQaiGbmMbdmfEQ "Learn 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.").
4. Select Submit.
{#configure-additional-source-tables-free-form-roadmap__steps_hjt_55f_dwb}

*[\>]: and then