Create or edit planning attributes

task australia Updated Sep 10, 2026 1 min read configure-planning-attributes.md

Raw file servicenow.com

Create or edit planning attributes to plan and forecast your resources and financials for a project.

Before you begin

Role required: pps_admin, sn_align_core.apw_admin

Procedure

Navigate to All > Project Administration > Planning attributes.
Use the following options to create or edit a planning attribute.

Option	Description
To create an attribute	Select New. On the Planning attribute form, fill the fields. For a description of the field values, see Planning attribute form. Select Submit. The attribute is created and the planning attributes screen is displayed. Open the newly created attribute. Enter field names for the lookup table values in the Planning attribute column configurations table. Set the planning attribute to active using the Active option to enable it for resource or financial planning.
To update an attribute	Select the required attribute name. On the Planning attribute form, fill in the fields.

Option

Description

To create an attribute

Select New.
On the Planning attribute form, fill the fields.

For a description of the field values, see Planning attribute form.

Select Submit.

The attribute is created and the planning attributes screen is displayed.

Open the newly created attribute.
Enter field names for the lookup table values in the Planning attribute column configurations table.
Set the planning attribute to active using the Active option to enable it for resource or financial planning.

To update an attribute

Select the required attribute name.
On the Planning attribute form, fill in the fields.

3. Enter field names for the lookup table values in **Planning attribute column configurations** table.

To add new configurations to the default column configuration list for any tables containing the financials or resource management attributes:
1. Select New.
2. Select a lookup table from the list.
3. Select a field name from the list and select Submit.
  
  For example: If you want to create an attribute for the Location field, add the location-related columns to the selected lookup table.
  
  The selected item is added to the column configuration list with an auto-generated field description.
Select Update.

Important: If you're creating an attribute for resource management, make sure that you add the Attribute field to the resource_allocation, resource_plan, and sn_plng_att_core_resource_assignment lookup tables. Similarly, if you're creating an attribute for financials, add the Attribute field to the cost_plan lookup table along with the resource management lookup tables.

Related topics

Using the Planning attributes

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---
title: Create or edit planning attributes
description: Create or edit planning attributes to plan and forecast your resources and financials for a project.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/project-management/configure-planning-attributes.html
release: australia
product: Project Management
classification: project-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Using the Planning attributes, Using Project Management, Project Management, Project Portfolio Management, Strategic Portfolio Management]
---

# Create or edit planning attributes

Create or edit planning attributes to plan and forecast your resources and financials for a project.

## Before you begin

Role required: pps\_admin, sn\_align\_core.apw\_admin

## Procedure

1.  Navigate to **All** &gt; **Project Administration** &gt; **Planning attributes**.

2.  Use the following options to create or edit a planning attribute.

<table id="choicetable_bwd_pjg_cxb"><thead><tr><th align="left" id="d45246e76">

Option

</th><th align="left" id="d45246e79">

Description

</th></tr></thead><tbody><tr><td id="d45246e85">

**To create an attribute**

</td><td>

1.  Select **New**.
2.  On the Planning attribute form, fill the fields.

For a description of the field values, see [Planning attribute form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-management/planning-attributes-form.md).

3.  Select **Submit**.

The attribute is created and the planning attributes screen is displayed.

4.  Open the newly created attribute.
5.  Enter field names for the lookup table values in the Planning attribute column configurations table.
6.  Set the planning attribute to active using the **Active** option to enable it for resource or financial planning.


</td></tr><tr><td id="d45246e136">

**To update an attribute**

</td><td>

1.  Select the required attribute name.
2.  On the Planning attribute form, fill in the fields.


</td></tr></tbody>
</table>3.  Enter field names for the lookup table values in **Planning attribute column configurations** table.

4.  To add new configurations to the default column configuration list for any tables containing the financials or resource management attributes:

    1.  Select **New**.

    2.  Select a lookup table from the list.

    3.  Select a field name from the list and select **Submit**.

        For example: If you want to create an attribute for the Location field, add the location-related columns to the selected lookup table.

        The selected item is added to the column configuration list with an auto-generated field description.

5.  Select **Update**.

    **Important:** If you're creating an attribute for resource management, make sure that you add the Attribute field to the **resource\_allocation**, **resource\_plan**, and **sn\_plng\_att\_core\_resource\_assignment** lookup tables. Similarly, if you're creating an attribute for financials, add the Attribute field to the **cost\_plan** lookup table along with the resource management lookup tables.


**Related topics**  


[Using the Planning attributes](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-management/planning-attributes.md)