Customize planning item display preferences in Portfolio Planning

---
title: Customize planning item display preferences in Portfolio Planning
description: Update source table configurations so that you can customize the roadmap view in Portfolio Planning according to your business priorities.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/it-business-management/portfolio-planning/update-source-table-preferences-roadmap-portfolio-planning.html
release: brazil
product: Portfolio Planning
classification: portfolio-planning
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
keywords: [alignment planner workspace, portfolio planning workspace, portfolio planner, strategic planner, strategic planning workspace]
breadcrumb: [Configuring Prioritization and Roadmap settings in Portfolio Planning, Configure, Portfolio Planning, Strategic Portfolio Management]
---

# Customize planning item display preferences in Portfolio Planning

Update source table configurations so that you can customize the roadmap view in Portfolio Planning according to your business priorities.

## Before you begin

[Install Portfolio Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/portfolio-planning/install-portfolio-planning.md).

Role required: sn\_roadmap\_plng.roadmap\_admin or sn\_align\_core.apw\_admin

## About this task

For the source tables that you use to create your portfolio plans or free-form roadmaps, modify the configuration. You can update the fields to group and color the items on the roadmap, the metrics to be displayed for each item, and others.

## Procedure

1.  Navigate to **All** > **Portfolio Planning** > **Portfolio Plan Configuration**.

2.  Open a table for which you want to edit the configuration.

3.  Edit the required fields.

    For field information, see [Portfolio plan configuration form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/scenario-planning-in-spw/portfolio-plan-configuration-form.md).

4.  Select **Update**.


**Parent Topic:**[Configuring Prioritization and Roadmap settings in Portfolio Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/portfolio-planning/configuring-prioritization-and-roadmap-settings-in-portfolio-planning.md)