Project planning item form
reference australia Updated Sep 10, 2026 4 min read project-form.md
Learn about the fields of the project form. Use this form to create or edit the details of a planning item of the type Project in Strategic Planning workspace.
These fields are displayed on the full details page of the planning item.
|
Field |
Description |
|---|---|
|
Name |
Brief description of the planning item. |
|
Description |
Detailed information of the planning item.You can refine project description using the Write planning item skill, if the ServiceNow Otto for SPM application is installed. |
|
Status |
Status of the planning item. |
|
Owner |
User assigned to this planning item. |
|
State |
Current working state of the planning item. |
|
Percent complete |
Percentage of work completed for this planning item. |
|
Planning state |
State of the planning item in the Strategic Planning or Portfolio Planning Backlog. |
|
Execution URL |
Link to the project's execution record in the Project Workspace. |
|
MoSCoW |
Priority of this planning item based on its importance. The available options are:- 1 - Must have
|
|
Portfolio |
Portfolio that this planning item is associated to. |
|
Program |
Program that this planning item is associated to. |
|
Product |
Product that this planning item is associated to. |
|
Strategic program |
Strategic program that this planning item is associated to. |
|
Product enhancement |
Product enhancement that this planning item is associated to. |
|
Primary goal |
Goal that is associated with this planning item as the primary goal. |
|
Primary target |
Target that is associated with this planning item as the primary target. |
|
Work notes |
Notes to capture the updates and discussions on the planning item as the work progresses. |
|
Strategic priority |
Strategic priority that this planning item is related to. |
|
Field |
Description |
|---|---|
|
Investment class |
Type of investment class that this planning item comes under. Choose from Run and Change |
|
Investment type |
Type of investment that this planning item comes under. For example, if completing work on this item improves the user experience for your product, select End User Experience. |
|
Demand |
Demand that this planning item is associated with. |
|
Execution type |
Execution methodology for this planning item. Select from Waterfall, Agile, or Hybrid.This field is available only if the planning item is of the type Project. |
|
Priority |
Priority of this planning item. |
|
Phase |
Phase of this planning item.This field is available only if the planning item is of the type Project. |
|
Business application |
Business application that this planning item is related to. |
|
Other impacted business applications |
Business applications that this planning item has an impact on. |
|
Business capabilities |
Business capabilities of this planning item. |
| Field | Description |
|---|---|
| Planned cost | Planned cost to take up this planning item. |
| Planned capEx | Planned capital expenditure for this planning item. |
| Planned opEx | Planned operational expenditure for this planning item. |
| Planned benefit | Planned benefit from this planning item. |
| Actual benefit | Actual benefit achieved from this planning item, |
| Estimate to completion | Estimated cost to complete work on this planning item. |
| Actual cost | Actual cost on this planning item. |
| Actual capEx | Actual value of capital expenditure for this planning item. |
| Actual opEx | Actual value of operational expenditure for this planning item. |
| Planned ROI | Planned return of investment for this planning item. |
| Planned return | Financial return on this planning item. |
| Estimate at completion | Estimated cost at the time that work on this planning item is completed. |
| Field | Description |
|---|---|
| Score | |
| Value score | Score for the value obtained with this planning item. |
| Risk score | Score for the risk associated with this planning item. |
| Size score | Score for the job required to complete the task. |
Related topics
307 lines · 7.2 KB
--- title: Project planning item form description: Learn about the fields of the project form. Use this form to create or edit the details of a planning item of the type Project in Strategic Planning workspace. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/scenario-planning-in-spw/project-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: 4 breadcrumb: [Planning item form, Form field information for Strategic Planning, Reference, Portfolio Planning in Strategic Planning Workspace, Strategic Planning, Strategic Portfolio Management] --- # Project planning item form Learn about the fields of the project form. Use this form to create or edit the details of a planning item of the type Project in Strategic Planning workspace. These fields are displayed on the full details page of the planning item. <table id="table_project"><thead><tr><th> Field </th><th> Description </th></tr></thead><tbody><tr><td> Name </td><td> Brief description of the planning item. </td></tr><tr><td> Description </td><td> Detailed information of the planning item.You can refine project description using the Write planning item skill, if the ServiceNow Otto for SPM application is installed. </td></tr><tr><td> Status </td><td> Status of the planning item. </td></tr><tr><td> Owner </td><td> User assigned to this planning item. </td></tr><tr><td> State </td><td> Current working state of the planning item. </td></tr><tr><td> Percent complete </td><td> Percentage of work completed for this planning item. </td></tr><tr><td> Planning state </td><td> State of the planning item in the Strategic Planning or Portfolio Planning Backlog. </td></tr><tr><td> Execution URL </td><td> Link to the project's execution record in the Project Workspace. </td></tr><tr><td> MoSCoW </td><td> Priority of this planning item based on its importance. The available options are:- **1 - Must have** - **2 - Should have** - **3 - Could have** - **4 - Won’t have** </td></tr><tr><td> Portfolio </td><td> Portfolio that this planning item is associated to. </td></tr><tr><td> Program </td><td> Program that this planning item is associated to. </td></tr><tr><td> Product </td><td> Product that this planning item is associated to. </td></tr><tr><td> Strategic program </td><td> Strategic program that this planning item is associated to. </td></tr><tr><td> Product enhancement </td><td> Product enhancement that this planning item is associated to. </td></tr><tr><td> Primary goal </td><td> Goal that is associated with this planning item as the primary goal. </td></tr><tr><td> Primary target </td><td> Target that is associated with this planning item as the primary target. </td></tr><tr><td> Work notes </td><td> Notes to capture the updates and discussions on the planning item as the work progresses. </td></tr><tr><td> Strategic priority </td><td> Strategic priority that this planning item is related to. </td></tr></tbody> </table>|Field|Description| |-----|-----------| |Planned start date|Date on which the work for this planning item is planned to start. This value is copied from the **Approved start date** field.| |Planned end date|Date on which the work for this planning item is planned to be complete. This value is copied from the **Approved end date** field.| |Approved start date|Approved start date for this planning item.| |Approved end date|Approved end date for this planning item.| |Actual start date|Actual date on which the work for this planning item has started.| |Actual end date|Actual date on which the work for this planning item is complete.| <table id="table_abd_3gb_fdc"><thead><tr><th> Field </th><th> Description </th></tr></thead><tbody><tr><td> Investment class </td><td> Type of investment class that this planning item comes under. Choose from **Run** and **Change** </td></tr><tr><td> Investment type </td><td> Type of investment that this planning item comes under. For example, if completing work on this item improves the user experience for your product, select **End User Experience**. </td></tr><tr><td> Demand </td><td> Demand that this planning item is associated with. </td></tr><tr><td> Execution type </td><td> Execution methodology for this planning item. Select from **Waterfall**, **Agile**, or **Hybrid**.This field is available only if the planning item is of the type Project. </td></tr><tr><td> Priority </td><td> Priority of this planning item. </td></tr><tr><td> Phase </td><td> Phase of this planning item.This field is available only if the planning item is of the type Project. </td></tr><tr><td> Business application </td><td> Business application that this planning item is related to. </td></tr><tr><td> Other impacted business applications </td><td> Business applications that this planning item has an impact on. </td></tr><tr><td> Business capabilities </td><td> Business capabilities of this planning item. </td></tr></tbody> </table>|Field|Description| |-----|-----------| |Business case|Business case to invest in this planning item.| |Risk of performing|Risks to the business if work on this planning item is completed.| |Risk of not performing|Risks to the business if work on this planning item isn’t completed.| |Enablers|Enablers for this project.| |Barriers|Blockers, if any, for this planning item.| |In scope|Defined criteria for this planning item.| |Out of scope|Clearly defined criteria that is not necessary for this planning item.| |Assumptions|Assumptions, if any, to work on this planning item.| |Field|Description| |-----|-----------| |Planned cost|Planned cost to take up this planning item.| |Planned capEx|Planned capital expenditure for this planning item.| |Planned opEx|Planned operational expenditure for this planning item.| |Planned benefit|Planned benefit from this planning item.| |Actual benefit|Actual benefit achieved from this planning item,| |Estimate to completion|Estimated cost to complete work on this planning item.| |Actual cost|Actual cost on this planning item.| |Actual capEx|Actual value of capital expenditure for this planning item.| |Actual opEx|Actual value of operational expenditure for this planning item.| |Planned ROI|Planned return of investment for this planning item.| |Planned return|Financial return on this planning item.| |Estimate at completion|Estimated cost at the time that work on this planning item is completed.| |Field|Description| |-----|-----------| |Score| | |Value score|Score for the value obtained with this planning item.| |Risk score|Score for the risk associated with this planning item.| |Size score|Score for the job required to complete the task.| **Related topics** [Create planning items from the roadmap view](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/create-new-items-from-a-roadmap.md) [Add planning items to Prioritization](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/add-new-items-to-backlog-alignment-planner-workspace.md)
| title | Project planning item form |
| description | Learn about the fields of the project form. Use this form to create or edit the details of a planning item of the type Project in Strategic Planning workspace. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/it-business-management/scenario-planning-in-spw/project-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 | 4 |
| breadcrumb | Planning item formForm field information for Strategic PlanningReferencePortfolio Planning in Strategic Planning WorkspaceStrategic PlanningStrategic Portfolio Management |