Enable custom item types in Strategic Planning

task australia Updated Sep 10, 2026 1 min read enable-custom-item-types-strategic-planning-workspace.md
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Enable the usage of a custom planning item type in Strategic Planning so that your planning managers can start adding them to their free-form roadmaps or portfolio plans.

Before you begin

Role required: sn_align_core.apw_admin

About this task

Add the table that you want to allow for planning in Portfolio plans and free-form roadmaps to a system property.

Procedure

  1. Navigate to All > System Properties > All Properties.

  2. Open one of the following system properties.

    • For portfolio plans: sn_align_core.planning_item_types_allow_list
    • For free-form roadmaps: sn_align_ws.freeform_planning_items_creation_list
  3. In the Value field, add your custom table.

    For example, add sn_align_core_custom_planning_item_1.

    [Omitted image "allow_list.png"] Alt text: Enable custom item types in Strategic Planning.

  4. Select Update.

What to do next

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