---
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


---

# Create related list views for planning item types in Strategic Planning

# Create related list views for planning item types 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  
For every new planning item table that you create, you must create the necessary related list views. You can also customize the related list views for existing planning items.

## Before you begin

* [Define a planning item type in Strategic Planning](https://servicenow-prod.fluidtopics.net/cfguFW_I62lTym2GXnPHYA "Create a custom planning item type in Strategic Planning to enable planning them on the portfolio plans.").
* Ensure that the application scope in your instance is set to Portfolio Planning.
{#create-related-list-views-new-planning-item-types-strategic-planning__ul_ryg_tpt_cxb}

Role required: admin

## About this task

Every Related list that you add to your planning item tables must be in the APW Default view.

## Procedure

1. Navigate to AllSystem DefinitionTables.
2. Filter the list of tables by using Planning Item in the Extends table column.
3. Select a planning item type that you created.
4. Select the Show Form related link.
5. From the form header, select the Additional actions menu (![Additional actions icon.]()) and select ConfigureRelated Lists.
6. From the View name field in the List view section, select New.
7. In the View name field, enter APW Default.
8. Select OK
9. Using the Available and Selected lists of related lists, select the ones that you want on your planning item form.  
   You can also rearrange them in the order of your choice.
10. Select Save.

## What to do next

[Create workspace view rules for planning item forms in Strategic Planning](https://servicenow-prod.fluidtopics.net/k8uNAkw5DYVYzF5AMlQ2QQ "Define workspace view rules for the form views of new planning item types in Strategic Planning.").

*[\>]: and then