--- title: Form field information for Portfolio Planning description: Field information for forms used in the Portfolio Planning application. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/form-field-information-for-portfolio-planning.html release: australia product: Portfolio Planning classification: portfolio-planning topic_type: reference last_updated: "2026-03-12" reading_time_minutes: 3 breadcrumb: [Reference, Portfolio Planning, Strategic Portfolio Management] --- # Form field information for Portfolio Planning Field information for forms used in the Portfolio Planning application. - **[Action Assignment form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/action-assignment-form.md)** Learn about the fields of the Action Assignment form. Use this form to add the **New** action button to the APW List Menu Configuration page. - **[Choice map form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/choice-map-form-ppw.md)** Understand the fields of the choice map form. This form is used to create choice maps. - **[Create cost plan form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/create-cost-plan-form-pp.md)** Use this form to create cost plans for your planning items. - **[Create expense line form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/create-exp-line-form-pp.md)** Use this form to create expense lines for your actual expense. - **[Dependency form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/dependency-form-portfolio-planning.md)** Learn about the fields of the dependency form. Use this form to add and establish dependencies between planning items on the roadmap in Portfolio Planning . - **[Field map form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/field-map-form-ppw.md)** Understand the fields of the field map form. This form is used to create mappings for a corresponding table map. - **[Demand planning item form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/demand-form-portfolio-planning.md)** Learn about the fields of the demand form. Use this form to create or edit the details of a planning item of the type Demand in Portfolio Planning. - **[Highlighted Value Condition form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/highlighted-value-condition-form-portfolio-planning.md)** Learn about the fields of the Highlighted Value Conditions form. Use this form to configure the display of highlighted fields in Portfolio Planning workspace. - **[Highlighted Value form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/highlighted-value-form-portfolio-planning.md)** Learn about the fields of the Highlighted Value form. Use this form to customize the fields to be highlighted on the Prioritization page of a portfolio plan in Portfolio Planning workspace. - **[Lens Form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/lens-form-portfolio-planning.md)** Learn about the fields of the Lens form. Use this form to create a lens in Portfolio Planning. - **[Lens structure form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/lens-structure-form-portfolio-planning.md)** Learn about the fields of the Lens structure form. Use this form to define a structure for your lens in the Portfolio Planning application. - **[List Applicability form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/list-applicability-form-portfolio-planning.md)** Learn the field information for the List Applicability form. Use this information to define audience for the newly created lists for Portfolio Planning workspace. - **[Planning item milestone form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/planning-item-milestone-form-portfolio-planning.md)** Learn about the fields of the planning item milestone form. Use this form to create milestones for the planning items in your roadmap in Portfolio Planning. - **[Project planning item form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/project-form-portfolio-planning.md)** Learn about the fields of the project form. Use this form to create or edit the details of a planning item of the type Project in Portfolio Planning. - **[RIDAC Action form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/ridac-action-form-ppw.md)** Use the RIDAC Action form to create and track action items related to your demand or project planning items. Manage action item ownership, status, and completion. - **[RIDAC Change Request form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/ridac-change-request-form-ppw.md)** Use the RIDAC Change Request form to document and track proposed changes to your demand or project planning items. Manage change requests and monitor implementation status. - **[RIDAC Decision form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/ridac-decision-form-ppw.md)** Use the RIDAC Decision form to document and track critical planning decisions related to your demand or project planning items. Manage decision rationale and implementation status. - **[RIDAC Issue form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/ridac-issue-form-ppw.md)** Use the RIDAC Issue form to create and manage issues that affect your demand or project planning items. Track planning challenges, obstacles, and problems that need resolution. - **[RIDAC Risk form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/ridac-risk-form-ppw.md)** Use the RIDAC Risk form to identify and track potential risks that could impact your demand or project planning items. Manage risk mitigation strategies and monitor risk exposure. - **[Roadmap configuration form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/roadmap-configuration-form.md)** Learn about the fields of the roadmap configuration form. Use this form to add new tables to roadmap preferences and configure their details in Portfolio Planning. - **[Table map form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/table-map-form-ppw.md)** Understand the fields of the table map form. This form is used to create a new custom table map for any record to integrate with Agile Development 2.0, SAFe, and PPM. - **[Roadmap milestone form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/roadmap-milestone-form.md)** Learn about the fields of the roadmap milestone form. Use this form to create a milestone for the timeline of your roadmap in Portfolio Planning. - **[Scheduled Script Execution form to generate labor costs](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/gen-labor-costs-scheduled-script-form-pp.md)** Use the Scheduled Script Execution form to enable Generate Labor Costs scheduler job for projects and demands. - **[UX List Category form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/ux-list-category-form-portfolio-planning.md)** Learn about the fields of the UX List Category form. Use this form to create additional categories for lists in the Lists menu of Portfolio Planning workspaces. - **[UX List form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/ux-list-form-portfolio-planning.md)** Learn about the fields of the UX List form. Use this form to create additional lists in the Lists menu of Portfolio Planning workspaces. **Parent Topic:**[Portfolio Planning reference](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/portfolio-planning-reference.md)