---
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 the 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 WorkspacesStrategic 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-new-items-from-a-roadmap__ol_wwv_t4z_5wb} |
   | Free-form roadmap | From the Free-form Roadmaps tab, select a roadmap. |
   |-|-|

   {#create-new-items-from-a-roadmap__choicetable_vwv_t4z_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 configuration.

   {#create-new-items-from-a-roadmap__ul_knd_pll_hvb} {#create-new-items-from-a-roadmap__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-new-items-from-a-roadmap__table_s2x_tll_hvb}

   For a free-form roadmap, if the source table is Planning Item \[sn_align_core_planning_item\] table, then the options depend on the values configured for the freeform_planning_items_creation_list
   property. By default, project and demand are available. Work with your admin to configure these options. See [Enable custom item types in Strategic Planning](https://servicenow-prod.fluidtopics.net/8ynUmBh~PPDUTDK_N2nPJg "Enable the usage of a custom planning item type in Strategic Planning so that your planning managers can start adding them to their free-form roadmaps or portfolio plans.").
3. On the form, fill in the required field information.  
   For full field information, see [Planning item form](https://servicenow-prod.fluidtopics.net/KE7_WInGE2uESFJjontUyg "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.").

   You can refine planning item descriptions---for item types such as Demand, Epic, Project, Capability, Feature, and Story---using the Write planning item skill, if the Now Assist for SPM application is installed.
4. Select Submit.

## 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 a roadmap](https://servicenow-prod.fluidtopics.net/AC56DExvnjSs6VgLy9yKmA "Add items without start or end dates yet to your portfolio plan or free-form roadmap.").
* **[Modify planning items from the roadmap view](https://servicenow-prod.fluidtopics.net/XRiFJb4WfwcUrxeZ8budzw)**   
  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.