---
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


---

# Planning item type form

# Planning item type form {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Learn about the fields of the new table form that are required to add a new planning
item type in Strategic Planning.
{#new-planning-item-planning-org-form__table_bnt_zb3_gqb__entry__2}

| Field | Description |
|-|-|
| Label | Unique label for the table. |
| Name | This field is auto generated from your input in the Label field. |
| Application | This field is automatically set to Portfolio Planning based on your scope. If this field shows a different value, then ensure that your ServiceNow instance is in Portfolio Planning scope. |
| Extends table | If this new table is a type of planning item, select Planning Item. |
[Table 1. New table form]

{#new-planning-item-planning-org-form__table_bnt_zb3_gqb} {#new-planning-item-planning-org-form__table_gg2_vpg_mcc__entry__2}

| Field | Description |
|-|-|
| User role | Set this field to sn_align_core.apw_user so that you grant access to the Strategic Planning user to this table. |
[Table 2. Controls section of the new planning item type form]

{#new-planning-item-planning-org-form__table_gg2_vpg_mcc} {#new-planning-item-planning-org-form__table_ekl_fpg_mcc__entry__1}

| Application Access |
|-|
| Enable the Can read, Can create, Can update, and Can delete fields. |
[Table 3. Application Access section of the new planning item type form]

{#new-planning-item-planning-org-form__table_ekl_fpg_mcc}
**Related tasks**   

* [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.")