Define a planning item type in Strategic Planning

---
title: Define a planning item type in Strategic Planning
description: Create a custom planning item type in Strategic Planning to enable planning them on the portfolio plans.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/scenario-planning-in-spw/create-planning-organization-and-planning-item-type.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
breadcrumb: [Planning item configuration for lenses and portfolio plans, Configure, Portfolio Planning in Strategic Planning Workspace, Strategic Planning, Strategic Portfolio Management]
---

# Define a planning item type in Strategic Planning

Create a custom planning item type in Strategic Planning to enable planning them on the portfolio plans.

## Before you begin

Ensure the application scope in your instance is set to Portfolio Planning.

Role required: admin

## Procedure

1.  Navigate to **All** > **System Definition** > **Tables**.

2.  Select **New**.

3.  On the form, fill in the fields.

    For field information, see [Planning item type form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/new-planning-item-planning-org-form.md).

4.  Deselect the **Create module** checkbox.

5.  Save the form.

    1.  Select the Additional actions icon \(\[Omitted image "additional-actions-icon.png"\] Alt text: additional actions or the context menu icon on the planning item type form.\).

    2.  Select **Save**.


## What to do next

If you've created any planning item types, create relevant form views for it. For more information, see [Create form views for planning item tables in Strategic Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/create-form-views-for-planning-item-tables-in-apw.md).