Create a free-form roadmap view

---
title: Create a free-form roadmap view
description: Create a customized free-form roadmap view based on your requirements, so you can access it when you log in again and share it with stakeholders for collaboration.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/create-free-form-roadmap-view-ppw.html
release: australia
product: Portfolio Planning
classification: portfolio-planning
topic_type: task
last_updated: "2026-11-06"
reading_time_minutes: 1
breadcrumb: [Managing free-form roadmap views, Create a free-form roadmap, Plan roadmaps, Portfolio Planning, Strategic Portfolio Management]
---

# Create a free-form roadmap view

Create a customized free-form roadmap view based on your requirements, so you can access it when you log in again and share it with stakeholders for collaboration.

## Before you begin

Role required: sn\_align\_core.ap\_read\_only

## About this task

You can create up to three private views and up to 10 shared \(public\) views per free-form roadmap.

## Procedure

1.  Navigate to **Workspaces** > **Portfolio Planning Workspace** > **Portfolio Planning** > **Free-form Roadmaps**

2.  Select a free-form roadmap to open it.

3.  Change the view as needed.

    For example, you can enable the **Tracking mode** toggle.

    The **Save as new view** option appears on the free-form roadmap header.

    \[Omitted image "create-free-form-roadmap-view-ppw.gif"\] Alt text: shared view in portfolio planning.

4.  From the free-form roadmap header, select **Save as new view**.

5.  On the Save as new view window, fill the details.

    1.  Enter a name for the view in the **View name** field.

    2.  Select the **Shared view** toggle to make this view public.

        Selecting the **Shared view** toggle makes the view visible to all stakeholders with whom this free-form roadmap is shared.

    3.  Select **Save**.


## Result

The shared view for the free-form roadmap is created and is visible to all stakeholders with whom this free-form roadmap is shared.

## What to do next

-   Share the free-form roadmap with your stakeholders to start collaborating on the free-form roadmap. See [Share a free-form roadmap with stakeholders](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/share-free-form-roadmap-stakeholders-portfolio-planning.md).
-   Edit a free-form roadmap view to change the existing view. See [Edit a free-form roadmap view](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/edit-free-form-roadmap-view-ppw.md).

**Parent Topic:**[Managing free-form roadmap views](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/managing-free-form-roadmap-views-ppw.md)