Create related list views for planning item types in Strategic Planning
For every new planning item table that you create, you must create the necessary related list views. You can also customize the related list views for existing planning items.
Before you begin
- Define a planning item type in Strategic Planning.
- Ensure that the application scope in your instance is set to Portfolio Planning.
Role required: admin
About this task
Every Related list that you add to your planning item tables must be in the APW Default view.
Procedure
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Navigate to All > System Definition > Tables.
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Filter the list of tables by using Planning Item in the Extends table column.
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Select a planning item type that you created.
-
Select the Show Form related link.
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From the form header, select the Additional actions menu ([Omitted image "additional-actions-icon.png"] Alt text: Additional actions icon.) and select Configure > Related Lists.
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From the View name field in the List view section, select New.
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In the View name field, enter APW Default.
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Select OK
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Using the Available and Selected lists of related lists, select the ones that you want on your planning item form.
You can also rearrange them in the order of your choice.
-
Select Save.
What to do next
Create workspace view rules for planning item forms in Strategic Planning.
---
title: Create related list views for planning item types in Strategic Planning
description: For every new planning item table that you create, you must create the necessary related list views. You can also customize the related list views for existing planning items.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/it-business-management/scenario-planning-in-spw/create-related-list-views-new-planning-item-types-strategic-planning.html
release: brazil
product: Scenario Planning in SPW
classification: scenario-planning-in-spw
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Define a planning item type in Strategic Planning, Planning item configuration for lenses and portfolio plans, Configure, Portfolio Planning in Strategic Planning Workspace, Strategic Planning, Strategic Portfolio Management]
---
# Create related list views for planning item types in Strategic Planning
For every new planning item table that you create, you must create the necessary related list views. You can also customize the related list views for existing planning items.
## Before you begin
- [Define a planning item type in Strategic Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/scenario-planning-in-spw/create-planning-organization-and-planning-item-type.md).
- Ensure that the application scope in your instance is set to Portfolio Planning.
Role required: admin
## About this task
Every Related list that you add to your planning item tables must be in the APW Default view.
## Procedure
1. Navigate to **All** > **System Definition** > **Tables**.
2. Filter the list of tables by using **Planning Item** in the Extends table column.
3. Select a planning item type that you created.
4. Select the **Show Form** related link.
5. From the form header, select the Additional actions menu \(\[Omitted image "additional-actions-icon.png"\] Alt text: Additional actions icon.\) and select **Configure** > **Related Lists**.
6. From the **View name** field in the List view section, select **New**.
7. In the **View name** field, enter **APW Default**.
8. Select **OK**
9. Using the Available and Selected lists of related lists, select the ones that you want on your planning item form.
You can also rearrange them in the order of your choice.
10. Select **Save**.
## What to do next
[Create workspace view rules for planning item forms in Strategic Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/scenario-planning-in-spw/create-workspace-view-rules-for-planning-item-tables.md).
| title | Create related list views for planning item types in Strategic Planning |
| description | For every new planning item table that you create, you must create the necessary related list views. You can also customize the related list views for existing planning items. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/it-business-management/scenario-planning-in-spw/create-related-list-views-new-planning-item-types-strategic-planning.html |
| release | brazil |
| product | Scenario Planning in SPW |
| classification | scenario-planning-in-spw |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Define a planning item type in Strategic PlanningPlanning item configuration for lenses and portfolio plansConfigurePortfolio Planning in Strategic Planning WorkspaceStrategic PlanningStrategic Portfolio Management |