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

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    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Planning item configuration for lenses and portfolio plans

# Planning item configuration for lenses and portfolio plans {#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

Learn about the types of default and custom planning items that planning managers can work with in Strategic Planning Workspace.

For every portfolio plan that you build using a lens, only those item types that are added to that lens are available for planning. For example, a lens XYZ has epics and projects added to it. Then, in any portfolio plan that you
build using the XYZ lens, you can plan for work in the form of epics and projects only.

## Default planning items {#planning-items-for-lenses-and-portfolio-plans__section_lpw_x15_2xb}

By default, you can use Projects, Demands, and Epics as planning items for your lens and build plans using them.

## Pre-defined custom planning items {#planning-items-for-lenses-and-portfolio-plans__section_predefined_plan_item}

If you want to use a different item type, you can use up to five pre-defined custom planning item tables that are available in your ServiceNow instance.

1. Select one of the custom planning item type tables available. See [Components installed with Strategic Planning Workspace](https://servicenow-prod.fluidtopics.net/t77C7nqwf5uqBLPpN2SKRg "Several types of components are installed with installation of the Strategic Planning application, such as user roles, tables, scheduled jobs, system properties, and custom scripts.").
2. Modify the label of the table that you want to use.For example, you want to plan for incidents, change the label of Custom planning item 1 to Incident.

3. Add this table to the sn_align_core.planning_item_types_allow_list property. 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.").
{#planning-items-for-lenses-and-portfolio-plans__ol_gqt_vdm_fwb}

## New custom planning items {#planning-items-for-lenses-and-portfolio-plans__section_k3x_z15_2xb}

If you've used up all these five pre-defined custom planning item tables and want a different item type to use for your portfolio plans, you can define new item types. See [Define a new planning item type in Strategic Planning](https://servicenow-prod.fluidtopics.net/p6trUMaQSDXOJJdyLbKYFg "Create a custom planning item type in Strategic Planning to enable planning them on the portfolio plans.").