---
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


---

# Define a planning item type in Strategic Planning

# Define a planning item type in Strategic Planning {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create a custom planning item type in Strategic Planning to enable
planning them on the portfolio plans.

## Before you begin

Ensure the application scope in your instance is set to Portfolio Planning.

Role required: admin

## Procedure

1. Navigate to AllSystem DefinitionTables.
2. Select New.
3. On the form, fill in the fields.  
   For field information, see [Planning item type form](https://servicenow-prod.fluidtopics.net/X6XC_981D38rSND8WL~OFA "Learn about the fields of the new table form that are required to add a new planning item type in Strategic Planning.").
4. **Optional:** Deselect the Create module checkbox.
5. Save the form.
   1. Select the Additional actions icon (![additional actions or the context menu icon on the planning item type form.]()).
   2. Select Save.

## What to do next

If you've created any planning item types, create relevant form views for it. For
more information, see [Create form views for planning item tables in Strategic Planning](https://servicenow-prod.fluidtopics.net/nZ0q4Q1v6kxKaUjkSRzPyA "For every planning item table that you create, you must create the necessary form views. You can also customize the views for existing planning items.").

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