Review existing planning item types in Strategic Planning
Before you create a portfolio plan using lenses, start with verifying that the default planning item types in Strategic Planning suit your company's planning needs.
Before you begin
Ensure you have the details of your company's planning needs.
Role required: admin
Procedure
-
Navigate to All > System Definition > Tables.
-
Filter the list of tables by using sn_align_core in the Name column.
[Omitted image "table-filter-apw.png"] Alt text: Review existing planning organizations and planning item types
-
Review the tables that have Planning Item in the Extends table column.
Confirm if those are all the tables that you would require to set up lens required for portfolio plans.
What to do next
If you need a planning item type other than those available, use one of the five pre-defined custom planning item tables or you can create your own.
---
title: Review existing planning item types in Strategic Planning
description: Before you create a portfolio plan using lenses, start with verifying that the default planning item types in Strategic Planning suit your company's planning needs.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/it-business-management/scenario-planning-in-spw/review-existing-planning-org-planning-item-types.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: [Planning item configuration for lenses and portfolio plans, Configure, Portfolio Planning in Strategic Planning Workspace, Strategic Planning, Strategic Portfolio Management]
---
# Review existing planning item types in Strategic Planning
Before you create a portfolio plan using lenses, start with verifying that the default planning item types in Strategic Planning suit your company's planning needs.
## Before you begin
Ensure you have the details of your company's planning needs.
Role required: admin
## Procedure
1. Navigate to **All** > **System Definition** > **Tables**.
2. Filter the list of tables by using **sn\_align\_core** in the Name column.
\[Omitted image "table-filter-apw.png"\] Alt text: Review existing planning organizations and planning item types
3. Review the tables that have **Planning Item** in the Extends table column.
Confirm if those are all the tables that you would require to set up lens required for portfolio plans.
## What to do next
If you need a planning item type other than those available, use one of the five pre-defined custom planning item tables or you can create your own.
- [Enable pre-defined custom planning item tables.](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/scenario-planning-in-spw/planning-items-for-lenses-and-portfolio-plans.md)
- [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)
| title | Review existing planning item types in Strategic Planning |
| description | Before you create a portfolio plan using lenses, start with verifying that the default planning item types in Strategic Planning suit your company's planning needs. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/it-business-management/scenario-planning-in-spw/review-existing-planning-org-planning-item-types.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 | Planning item configuration for lenses and portfolio plansConfigurePortfolio Planning in Strategic Planning WorkspaceStrategic PlanningStrategic Portfolio Management |