---
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


---

# Define a new planning item type in Strategic Planning

# Define a new planning item type in Strategic Planning {#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 a custom planning item type in Strategic Planning to enable
planning them on the portfolio plans.

## Antes de Iniciar

Ensure the application scope in your instance is set to Portfolio Planning.

Role required: admin

## Procedimento

1. Navigate to AllSystem DefinitionTables.
2. Select New.
3. On the form, fill in the fields.  
   For field information, see [Planning item type form](https://servicenow-prod.fluidtopics.net/UDkeVSVkAxAbjHjZCKbGLw "Learn about the fields of the new table form that are required to add a new planning item type in Strategic Planning.").
4. **Opcional:** Deselect the Create module checkbox.
5. Save the form.
   1. Select the Additional actions icon (![additional actions or the context menu icon on the planning item type form.]()).
   2. Select Save.

## O que Fazer Depois

If you've created any planning item types, create relevant form views for it. For
more information, see [Create form views for new planning item tables in Strategic Planning](https://servicenow-prod.fluidtopics.net/qwT7oHEs2OqIwnMIWyWAhA "For every new planning item table that you create, you must create the necessary form views. You can also customize the views for existing planning items.").