---
title: Create planning items from roadmap view
description: Create and add new planning items to your portfolio roadmap or free-form roadmap directly from the roadmap view.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/create-planning-items-from-roadmap-view-portfolio-planning-workspace.html
release: australia
product: Portfolio Planning
classification: portfolio-planning
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
keywords: [alignment planner workspace, portfolio planning workspace, portfolio planner, strategic planner, strategic planning workspace, roadmap]
breadcrumb: [Plan roadmaps, Portfolio Planning, Strategic Portfolio Management]
---

# Create planning items from roadmap view

Create and add new planning items to your portfolio roadmap or free-form roadmap directly from the roadmap view.

## Before you begin

Role required: sn\_align\_core.apw\_user

## Procedure

1.  Navigate to **Workspaces** > **Portfolio Planning Workspace** > **Portfolio Planning** and open your roadmap.

<table id="choicetable_ngc_1zz_5wb"><thead><tr><th align="left" id="d343257e93">

Roadmap type

</th><th align="left" id="d343257e96">

Navigation

</th></tr></thead><tbody><tr><td id="d343257e102">

**Portfolio plan roadmap**

</td><td>

1.  From the Portfolio Plans tab, select a portfolio plan.
2.  From the Planning section, select **Roadmap**.


</td></tr><tr><td id="d343257e123">

**Free-form roadmap**

</td><td>

From the Free-form Roadmaps tab, select a roadmap.

</td></tr></tbody>
</table>2.  From the roadmap view, select the **New &lt;item type&gt;** option.

    -   For a free-form roadmap, the option depends on the roadmap's source table.
    -   For a portfolio plan roadmap, the option depends on the portfolio plan settings.
<table id="table_s2x_tll_hvb"><thead><tr><th>

One planning item type

</th><th>

Multiple planning item types

</th></tr></thead><tbody><tr><td>

\[Omitted image "new-planning-item-simple.png"\] Alt text: New planning item on simple roadmap

</td><td>

\[Omitted image "new-planning-item.png"\] Alt text: Sample actions for a new planning item on hybrid roadmap.

</td></tr></tbody>
</table>3.  On the form, fill in the required field information.

    For full field information, see [Demand planning item form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/demand-form-portfolio-planning.md) or [Project planning item form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/project-form-portfolio-planning.md).

4.  Select **Submit**.


## Result

The new item appears on the roadmap, at a place based on its approved start and end dates.

If you don’t fill both the approved start and end date fields, the item that you created would be moved to the list of unscheduled items. You can add them to your roadmap plan later. For more information, see [Plan unscheduled items into roadmap](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/plan-unscheduled-items-into-roadmap-in-portfolio-planning.md).

-   **[Modify planning items from roadmap](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/modify-planning-items-from-roadmap-portfolio-planning.md)**  
Update the details of planning items or delete them from a portfolio plan or free-form roadmap so that your roadmap reflects the latest plans.

**Parent Topic:**[Planning roadmaps in Portfolio Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/planning-roadmaps-in-portfolio-planning.md)