---
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


---

# Review existing planning item types in Strategic Planning

# Review existing 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  
Before you create a portfolio plan using lenses, start with verifying that the default planning item types in Strategic Planning suit your company's planning needs.

## Before you begin

Ensure you have the details of your company's planning needs.

Role required: admin

## Procedure

1. Navigate to AllSystem DefinitionTables.
2. Filter the list of tables by using sn_align_core in the Name column.  
3. Review the tables that have Planning Item in the Extends table column.  
   Confirm if those are all the tables that you would require to set up lens required for portfolio plans.

## What to do next

If you need a planning item type other than those available, use one of the five pre-defined custom planning item tables or you can create your own.

* [Enable pre-defined custom planning item tables.](https://servicenow-prod.fluidtopics.net/k8Ojt9afXHhaxMZqfjrIAg#planning-items-for-lenses-and-portfolio-plans__section_predefined_plan_item)
* [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.")
{#review-existing-planning-org-planning-item-types__ul_yds_j5c_kyb}

*[\>]: and then