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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Planning item type form

Learn about the fields of the new table form that are required to add a new planning item type in Strategic Planning.

FieldDescription
LabelUnique label for the table.
NameThis field is auto generated from your input in the Label field.
Application

This field is automatically set to Portfolio Planning based on your scope.

If this field shows a different value, then ensure that your ServiceNow instance is in Portfolio Planning scope.

Extends tableIf this new table is a type of planning item, select Planning Item.
FieldDescription
User roleSet this field to sn_align_core.apw_user so that you grant access to the Strategic Planning user to this table.
Application Access
Enable the Can read, Can create, Can update, and Can delete fields.

Parent Topic:Form field information for Strategic Planning

Related topics

Define a planning item type in Strategic Planning