Customize planning item display preferences for roadmaps

---
title: Customize planning item display preferences for roadmaps
description: Update the default display configuration of planning item attributes in Prioritization, portfolio plan Roadmap, and Free-form roadmap pages so that data relevant to you is displayed in Strategic Planning Workspace.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/scenario-planning-in-spw/configure-source-table-preferences-for-roadmap.html
release: australia
product: Scenario Planning in SPW
classification: scenario-planning-in-spw
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
keywords: [alignment planner workspace, portfolio planning workspace, portfolio planner, strategic planner, strategic planning workspace]
breadcrumb: [Prioritization display settings in Strategic Planning, Configure, Portfolio Planning in Strategic Planning Workspace, Strategic Planning, Strategic Portfolio Management]
---

# Customize planning item display preferences for roadmaps

Update the default display configuration of planning item attributes in Prioritization, portfolio plan Roadmap, and Free-form roadmap pages so that data relevant to you is displayed in Strategic Planning Workspace.

## Before you begin

[Install Strategic Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/install-alignment-planner-workspace.md).

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

## About this task

Update default settings for the display of planning items such as Group by fields, Color by fields, Metrics fields, and Kanban preferences, such as default vertical lane and horizontal lane, metrics on the Kanban cards and others, on the following pages:

-   Portfolio plans:
    -   Prioritization view
    -   Kanban view
    -   Roadmap view
-   Free-form roadmaps:
    -   Timeline view
    -   Kanban view

The options in these configurations are as follows:

<table id="table_cqj_mp3_gxb"><thead><tr><th>

Configuration table

</th><th>

Fields

</th></tr></thead><tbody><tr><td>

Prioritization and Roadmap configuration

</td><td>

-   Group by fields
-   Color by fields
-   Metrics fields
-   Status field
-   Percent complete field

</td></tr><tr><td>

Kanban configuration

</td><td>

Prioritization, roadmap, and free-form roadmap tabs:-   Horizontal lane
-   Vertical lane
-   Metrics on Kanban card

</td></tr><tr><td>

Rank configuration

</td><td>

Rank configuration

</td></tr></tbody>
</table>## Procedure

1.  Navigate to **All** &gt; **Strategic Planning** &gt; **Portfolio Plan Configuration**.

2.  Open a table for which you want to edit the configuration.

3.  Edit the required fields.

    For field information, see [Portfolio plan configuration form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/portfolio-plan-configuration-form.md).

4.  Select **Update**.


**Parent Topic:**[Prioritization display settings in Strategic Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/configuring-prioritization-and-roadmap-settings-strategic-planning.md)