---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/it-business-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Create planning items

# Create planning items from roadmap view {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura

Create and add new planning items to your portfolio roadmap or free-form roadmap
directly from the roadmap view.

## Antes de Iniciar

Role required: sn_align_core.apw_user

## Procedimento

1. Navigate to WorkspacesPortfolio Planning WorkspacePortfolio Planning and open your roadmap.

   | Roadmap type | Navigation |
   | Portfolio plan roadmap | 1. From the Portfolio Plans tab, select a portfolio plan. 2. From the Planning section, select Roadmap. {#create-planning-items-from-roadmap-view-portfolio-planning-workspace__ol_ogc_1zz_5wb} |
   | Free-form roadmap | From the Free-form Roadmaps tab, select a roadmap. |
   |-|-|

   {#create-planning-items-from-roadmap-view-portfolio-planning-workspace__choicetable_ngc_1zz_5wb}
2. From the roadmap view, select the New \<item type\> option.  
   * For a free-form roadmap, the option depends on the roadmap's source table.
   * For a portfolio plan roadmap, the option depends on the portfolio plan settings.

   {#create-planning-items-from-roadmap-view-portfolio-planning-workspace__ul_knd_pll_hvb} {#create-planning-items-from-roadmap-view-portfolio-planning-workspace__table_s2x_tll_hvb__entry__2}

   | One planning item type | Multiple planning item types |
   |-|-|
   | ![New planning item on simple roadmap]() | ![Sample actions for a new planning item on hybrid roadmap.]() |
   [ ]

   {#create-planning-items-from-roadmap-view-portfolio-planning-workspace__table_s2x_tll_hvb}
3. On the form, fill in the required field information.  
   For full field information, see [Demand planning item form](https://servicenow-prod.fluidtopics.net/MkeeUpbGRoCgoKWNR~nOEQ "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 Portfolio Planning.") or [Project planning item form](https://servicenow-prod.fluidtopics.net/vEgKNLiQymb9FmIXX9tYqQ "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 Portfolio Planning.").
4. Select Submit.
{#create-planning-items-from-roadmap-view-portfolio-planning-workspace__steps_mcs_vgx_dwb}

## Resultado

The new item appears on the roadmap, at a place based on its approved start and end
dates.

If you don't fill both the approved start and end date fields, the item that you
created would be moved to the list of unscheduled items. You can add them to your
roadmap plan later. For more information, see [Plan unscheduled items into roadmap](https://servicenow-prod.fluidtopics.net/SFvvBc1meCWKJr4oWmtB3g "Add items without start or end dates yet to your portfolio plan or free-form roadmap.").
* **[Modify planning items from roadmap](https://servicenow-prod.fluidtopics.net/2sPBWdtHHlDSxDPZ0vctYA)**   
  Update the details of planning items or delete them from a portfolio plan or free-form roadmap so that your roadmap reflects the latest plans.