Customize Lists in Strategic Planning Workspace

Release version: Australia

Updated March 12, 2026

1 minute to read

Add custom tables to the Lists menu in Strategic Planning Workspace.

Before you begin

Ensure that your application scope is set to Portfolio Planning.
Enable adding custom tables to the Lists menu.

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

Navigate to sys_ux_list_menu_config.list.
From the UX List Menu Configurations list, select APW List Menu Configuration.

Select a new category or a new list.

Option	Action
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.

On the form, fill in the fields.
- UX List Category form.
- UX List form.
Select Submit.
Repeat this procedure until you've created all the custom categories and lists.

What to do next

Define audience for new lists in Strategic Planning.