Customize Lists in Portfolio Planning Workspace

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

    • Add custom tables to the Lists menu in Portfolio Planning Workspace.

    Before you begin

    Role required: admin

    About this task

    Lists menu in the Workspace homepage helps planning managers quickly find a record that they need. By default, this view shows the list of entities of all the planning items and lens available for this ServiceNow instance. If your planning managers need more categories or lists, you can add them.

    For more information of configuring lists in a workspace, see Lists.

    Procedure

    1. Navigate to sys_ux_list_menu_config.list.
    2. From the UX List Menu Configurations list, select APW List Menu Configuration.
    3. Select a new category or a new list.
      OptionAction
      New category From the UX List Categories related list, select New.
      New list From the UX Lists related list, select New.
      Tip:
      Create a category first and then create a list.
    4. On the form, fill in the fields.
    5. Select Submit.
      Repeat this procedure until you've created all the custom categories and lists.