Planning item type form
reference australia Updated Sep 10, 2026 1 min read new-planning-item-planning-org-form.md
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. |
| Application Access |
|---|
| Enable the Can read, Can create, Can update, and Can delete fields. |
Parent Topic:Form field information for Strategic Planning
Related topics
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--- title: Planning item type form description: Learn about the fields of the new table form that are required to add a new planning item type in Strategic Planning. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/scenario-planning-in-spw/new-planning-item-planning-org-form.html release: australia product: Scenario Planning in SPW classification: scenario-planning-in-spw topic_type: reference last_updated: "2026-09-10" reading_time_minutes: 1 breadcrumb: [Form field information for Strategic Planning, Reference, Portfolio Planning in Strategic Planning Workspace, Strategic Planning, Strategic Portfolio Management] --- # Planning item type form Learn about the fields of the new table form that are required to add a new planning item type in Strategic Planning. <table id="table_bnt_zb3_gqb"><thead><tr><th> Field </th><th> Description </th></tr></thead><tbody><tr><td> Label </td><td> Unique label for the table. </td></tr><tr><td> Name </td><td> This field is auto generated from your input in the **Label field**. </td></tr><tr><td> Application </td><td> 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. </td></tr><tr><td> Extends table </td><td> If this new table is a type of planning item, select **Planning Item**. </td></tr></tbody> </table>|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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/form-field-information-for-strategic-planning.md) **Related topics** [Define a planning item type in Strategic Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/create-planning-organization-and-planning-item-type.md)
| title | Planning item type form |
| description | Learn about the fields of the new table form that are required to add a new planning item type in Strategic Planning. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/it-business-management/scenario-planning-in-spw/new-planning-item-planning-org-form.html |
| release | australia |
| product | Scenario Planning in SPW |
| classification | scenario-planning-in-spw |
| topic_type | reference |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Form field information for Strategic PlanningReferencePortfolio Planning in Strategic Planning WorkspaceStrategic PlanningStrategic Portfolio Management |