Form field information for Portfolio Planning

Field information for forms used in the Portfolio Planning application.

Action Assignment form
Learn about the fields of the Action Assignment form. Use this form to add the New action button to the APW List Menu Configuration page.
Choice map form
Understand the fields of the choice map form. This form is used to create choice maps.
Create cost plan form
Use this form to create cost plans for your planning items.
Create expense line form
Use this form to create expense lines for your actual expense.
Dependency form
Learn about the fields of the dependency form. Use this form to add and establish dependencies between planning items on the roadmap in Portfolio Planning .
Field map form
Understand the fields of the field map form. This form is used to create mappings for a corresponding table map.
Demand planning item form
Learn about the fields of the demand form. Use this form to create or edit the details of a planning item of the type Demand in Portfolio Planning.
Highlighted Value Condition form
Learn about the fields of the Highlighted Value Conditions form. Use this form to configure the display of highlighted fields in Portfolio Planning workspace.
Highlighted Value form
Learn about the fields of the Highlighted Value form. Use this form to customize the fields to be highlighted on the Prioritization page of a portfolio plan in Portfolio Planning workspace.
Lens Form
Learn about the fields of the Lens form. Use this form to create a lens in Portfolio Planning.
Lens structure form
Learn about the fields of the Lens structure form. Use this form to define a structure for your lens in the Portfolio Planning application.
List Applicability form
Learn the field information for the List Applicability form. Use this information to define audience for the newly created lists for Portfolio Planning workspace.
Planning item milestone form
Learn about the fields of the planning item milestone form. Use this form to create milestones for the planning items in your roadmap in Portfolio Planning.
Project planning item form
Learn about the fields of the project form. Use this form to create or edit the details of a planning item of the type Project in Portfolio Planning.
RIDAC Action form
Use the RIDAC Action form to create and track action items related to your demand or project planning items. Manage action item ownership, status, and completion.
RIDAC Change Request form
Use the RIDAC Change Request form to document and track proposed changes to your demand or project planning items. Manage change requests and monitor implementation status.
RIDAC Decision form
Use the RIDAC Decision form to document and track critical planning decisions related to your demand or project planning items. Manage decision rationale and implementation status.
RIDAC Issue form
Use the RIDAC Issue form to create and manage issues that affect your demand or project planning items. Track planning challenges, obstacles, and problems that need resolution.
RIDAC Risk form
Use the RIDAC Risk form to identify and track potential risks that could impact your demand or project planning items. Manage risk mitigation strategies and monitor risk exposure.
Roadmap configuration form
Learn about the fields of the roadmap configuration form. Use this form to add new tables to roadmap preferences and configure their details in Portfolio Planning.
Table map form
Understand the fields of the table map form. This form is used to create a new custom table map for any record to integrate with Agile Development 2.0, SAFe, and PPM.
Roadmap milestone form
Learn about the fields of the roadmap milestone form. Use this form to create a milestone for the timeline of your roadmap in Portfolio Planning.
Scheduled Script Execution form to generate labor costs for projects and demands
Use the Scheduled Script Execution form to enable Generate Labor Costs scheduler job for projects and demands.
UX List Category form
Learn about the fields of the UX List Category form. Use this form to create additional categories for lists in the Lists menu of Portfolio Planning workspaces.
UX List form
Learn about the fields of the UX List form. Use this form to create additional lists in the Lists menu of Portfolio Planning workspaces.

Parent Topic:Portfolio Planning reference

title	Form field information for Portfolio Planning
description	Field information for forms used in the Portfolio Planning application.
locale	en-US
canonical_url	https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/form-field-information-for-portfolio-planning.html
release	australia
product	Portfolio Planning
classification	portfolio-planning
topic_type	reference
last_updated	2026-09-10
reading_time_minutes	3
breadcrumb	ReferencePortfolio PlanningStrategic Portfolio Management