---
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 form

# Planning item 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 in the forms of the different planning item types available in Strategic Planning. Use these forms to add new planning items or update
details of existing items.
All planning item types in Strategic Planning including any custom item type that your admin may
have created, are an extension of the Planning Item \[sn_align_core_planning_item\] table. The planning item form fields that you see in the workspace are based on the item types configured for your portfolio plan.  
The following are the different planning item types available by default. Use the following sections for the details of the form fields for the planning item type that you want to use.

* [Demand planning item form](https://servicenow-prod.fluidtopics.net/IE5ihu2Dv8n2d4KBuzkeOQ "Learn about the fields of the demand form. Use this form to create or edit the details of a planning item of the type Demand in Strategic Planning.")
* [Epic planning item form](https://servicenow-prod.fluidtopics.net/7rry8791NGDrEvbEsvas3w "Learn about the fields of the epic form. Use this form to create or edit the details of a planning item of the type Epic in Strategic Planning.")
* [Initiative form](https://servicenow-prod.fluidtopics.net/QFg2wQ2jY2veA8fyY~4FAA "Learn about the fields of the initiative form. Use this form to create or edit the details of an Initiative in Strategic Planning.")
* [Project planning item form](https://servicenow-prod.fluidtopics.net/3PVDR4Wlt6jdK4bwkj6p8A "Learn about the fields of the project form. Use this form to create or edit the details of a planning item of the type Project in Strategic Planning workspace.")
* [Strategic program form](https://servicenow-prod.fluidtopics.net/zFdvN7HubEfdwtEOCoNIow "Learn about the fields of the Strategic program form. Use this form to create or edit the details of a Strategic Program in Strategic Planning.")
{#planning-item-form__ul_kfp_gtv_3tb}
**Related tasks**   

* [Create planning items from the roadmap view](https://servicenow-prod.fluidtopics.net/ufgk4s8y84WSa4j_71lUhA "Create and add new planning items to your portfolio roadmap or free-form roadmap directly from the roadmap view.")
* [Add planning items to Prioritization](https://servicenow-prod.fluidtopics.net/cqrkvitmPQp4a49Nj9Rr3g "Add new planning items to your portfolio plan's work backlog in Strategic Planning Workspace and ensure that the work pipeline is current.")