Planning item type form

reference australia Updated Sep 10, 2026 1 min read new-planning-item-planning-org-form.md
Raw file servicenow.com

Learn about the fields of the new table form that are required to add a new planning item type in Strategic Planning.

Field

Description

Label

Unique label for the table.

Name

This field is auto generated from your input in the Label field.

Application

This field is automatically set to Portfolio Planning based on your scope.

If this field shows a different value, then ensure that your ServiceNow instance is in Portfolio Planning scope.

Extends table

If this new table is a type of planning item, select Planning Item.

|Field|Description| |-----|-----------| |User role|Set this field to **sn\_align\_core.apw\_user** so that you grant access to the Strategic Planning user to this table.|
Application Access
Enable the Can read, Can create, Can update, and Can delete fields.

Parent Topic:Form field information for Strategic Planning

Related topics

Define a planning item type in Strategic Planning

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