---
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


---

# Customize the planning item display preferences

# Customize planning item display preferences 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  
Update source table configurations so that you can customize the roadmap view in Portfolio Planning according to your business priorities.

## 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_roadmap_plng.roadmap_admin or sn_align_core.apw_admin

## About this task

For the source tables that you use to create your portfolio plans or free-form roadmaps, modify the configuration. You can update the fields to group and color the items on the roadmap, the metrics to be
displayed for each item, and others.

## Procedure

1. Navigate to AllPortfolio PlanningPortfolio Plan Configuration.
2. Open a table for which you want to edit the configuration.
3. Edit the required 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 Update.
{#update-source-table-preferences-roadmap-portfolio-planning__steps_jsb_ybn_hxb}

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