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Planning item configuration for lenses and portfolio plans › Configure › Portfolio Planning in Strategic Planning Workspace › Strategic Planning › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Define a planning item type in Strategic Planning

Create a custom planning item type in Strategic Planning to enable planning them on the portfolio plans.

Before you begin

Ensure the application scope in your instance is set to Portfolio Planning.

Role required: admin

Procedure

  1. Navigate to All > System Definition > Tables.

  2. Select New.

  3. On the form, fill in the fields.

    For field information, see Planning item type form.

  4. Deselect the Create module checkbox.

  5. Save the form.

    1. Select the Additional actions icon (
Image omitted: additional-actions-icon.png
additional actions or the context menu icon on the planning item type form.\).
2.  Select **Save**.

What to do next

If you've created any planning item types, create relevant form views for it. For more information, see Create form views for planning item tables in Strategic Planning.