Portfolio plan configuration form

---
title: Portfolio plan configuration form
description: Learn about the fields of the Portfolio plan form. Use this form to create or update display settings of the planning items for a portfolio plan in Strategic Planning Workspace.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/scenario-planning-in-spw/portfolio-plan-configuration-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: 2
breadcrumb: [Form field information for Strategic Planning, Reference, Portfolio Planning in Strategic Planning Workspace, Strategic Planning, Strategic Portfolio Management]
---

# Portfolio plan configuration form

Learn about the fields of the Portfolio plan form. Use this form to create or update display settings of the planning items for a portfolio plan in Strategic Planning Workspace.

<table id="table_fzg_v3d_cxb"><thead><tr><th>

Field

</th><th>

Description

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

Source table

</td><td>

Table that you want to configure portfolio plan for.For example, **Strategic Priority \[sn\_gf\_strategy\]**.

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

Start date field

</td><td>

Field to retrieve the start date value from.

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

End date field

</td><td>

Field to retrieve the end date value from.

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

Item name field

</td><td>

Field to retrieve the name of the item from.

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

Item owner field

</td><td>

Field to retrieve the item owner name from.

</td></tr></tbody>
</table><table id="table_xzc_c11_fdc"><thead><tr><th>

Field

</th><th>

Description

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

Group by fields

</td><td>

List of fields with which the roadmap items can be categorized into groups.For example, the **State** attribute can be used to categorize the items into groups of states such as Draft, Ready, Work in progress, and others.

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

Color by fields

</td><td>

List of fields with which the roadmap items can be categorized by color. For example, the **Planning item type** attribute can be used to assign a unique color to each group of items belonging to a specific type.

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

Metrics fields

</td><td>

List of fields used as the metrics for the roadmap items.

 For example, **Planned benefit** or **Actual cost**.

 These values are displayed when you point the mouse cursor on the roadmap item.

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

Status field

</td><td>

Field that is used for the status of the roadmap item.

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

Percent complete field

</td><td>

Field that is used to track the completion of the roadmap item.

 This field value is used to visualize the progress of the roadmap item in the tracking mode.

</td></tr></tbody>
</table>|Field|Description|
|-----|-----------|
|Swim lane|Field to use for the swim lane on the board in the Prioritization Kanban view.|
|Vertical lane|Field to use for the vertical lane on the board the Prioritization Kanban view.|
|Metrics on Kanban card|Default metrics that your planning managers want to view on a planning item card in the Prioritization Kanban view.|
|Swim lane|Field to use for the swim lane on the board in the roadmap view.|
|Vertical lane|Field to use for the vertical lane on the board in the roadmap view.|
|Metrics on Kanban card|Default metrics that your planning managers want to view on a planning item card on the Kanban board in the roadmap view.|

<table id="table_f5h_d11_fdc"><thead><tr><th>

Field

</th><th>

Description

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

Rank Configuration

</td><td>

Table that is used to create the portfolio plan.The value for this field is the table selected in the **Source table** field.

</td></tr></tbody>
</table>**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**  


[Create portfolio plan configuration for high-level planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/create-portfolio-plan-configuration-for-high-level-planning.md)