---
title: Project planning item form
description: 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.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/project-form-portfolio-planning.html
release: australia
product: Portfolio Planning
classification: portfolio-planning
topic_type: reference
last_updated: "2026-03-12"
reading_time_minutes: 4
breadcrumb: [Form field information for Portfolio Planning, Reference, Portfolio Planning, Strategic Portfolio Management]
---

# Project planning item form

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.

These fields are displayed on the full details page of the planning item.

<table id="table_project"><thead><tr><th>

Field

</th><th>

Description

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

Name

</td><td>

Brief description of the planning item.

</td></tr><tr><td>

Description

</td><td>

Detailed information of the planning item.You can refine project description using the Write planning item skill, if the ServiceNow Otto for SPM application is installed.

</td></tr><tr><td>

Status

</td><td>

Status of the planning item.

</td></tr><tr><td>

Owner

</td><td>

User assigned to this planning item.

</td></tr><tr><td>

State

</td><td>

Current working state of the planning item.

</td></tr><tr><td>

Percent complete

</td><td>

Percentage of work completed for this planning item.

</td></tr><tr><td>

Planning state

</td><td>

State of the planning item in the Strategic Planning or Portfolio Planning Backlog.

</td></tr><tr><td>

Execution URL

</td><td>

Link to the project's execution record in the Project Workspace.

</td></tr><tr><td>

MoSCoW

</td><td>

Priority of this planning item based on its importance. The available options are:-   **1 - Must have**
-   **2 - Should have**
-   **3 - Could have**
-   **4 - Won’t have**

</td></tr><tr><td>

Portfolio

</td><td>

Portfolio that this planning item is associated to.

</td></tr><tr><td>

Program

</td><td>

Program that this planning item is associated to.

</td></tr><tr><td>

Product

</td><td>

Product that this planning item is associated to.

</td></tr><tr><td>

Strategic program

</td><td>

Strategic program that this planning item is associated to.

</td></tr><tr><td>

Product enhancement

</td><td>

Product enhancement that this planning item is associated to.

</td></tr><tr><td>

Primary goal

</td><td>

Goal that is associated with this planning item as the primary goal.

</td></tr><tr><td>

Primary target

</td><td>

Target that is associated with this planning item as the primary target.

</td></tr><tr><td>

Work notes

</td><td>

Notes to capture the updates and discussions on the planning item as the work progresses.

</td></tr><tr><td>

Strategic priority

</td><td>

Strategic priority that this planning item is related to.

</td></tr></tbody>
</table>|Field|Description|
|-----|-----------|
|Planned start date|Date on which the work for this planning item is planned to start. This value is copied from the **Approved start date** field.|
|Planned end date|Date on which the work for this planning item is planned to be complete. This value is copied from the **Approved end date** field.|
|Approved start date|Approved start date for this planning item.|
|Approved end date|Approved end date for this planning item.|
|Actual start date|Actual date on which the work for this planning item has started.|
|Actual end date|Actual date on which the work for this planning item is complete.|

<table id="table_abd_3gb_fdc"><thead><tr><th>

Field

</th><th>

Description

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

Investment class

</td><td>

Type of investment class that this planning item comes under. Choose from **Run** and **Change**

</td></tr><tr><td>

Investment type

</td><td>

Type of investment that this planning item comes under. For example, if completing work on this item improves the user experience for your product, select **End User Experience**.

</td></tr><tr><td>

Demand

</td><td>

Demand that this planning item is associated with.

</td></tr><tr><td>

Execution type

</td><td>

Execution methodology for this planning item. Select from **Waterfall**, **Agile**, or **Hybrid**.This field is available only if the planning item is of the type Project.

</td></tr><tr><td>

Priority

</td><td>

Priority of this planning item.

</td></tr><tr><td>

Phase

</td><td>

Phase of this planning item.This field is available only if the planning item is of the type Project.

</td></tr><tr><td>

Business application

</td><td>

Business application that this planning item is related to.

</td></tr><tr><td>

Other impacted business applications

</td><td>

Business applications that this planning item has an impact on.

</td></tr><tr><td>

Business capabilities

</td><td>

Business capabilities of this planning item.

</td></tr></tbody>
</table>|Field|Description|
|-----|-----------|
|Business case|Business case to invest in this planning item.|
|Risk of performing|Risks to the business if work on this planning item is completed.|
|Risk of not performing|Risks to the business if work on this planning item isn’t completed.|
|Enablers|Enablers for this project.|
|Barriers|Blockers, if any, for this planning item.|
|In scope|Defined criteria for this planning item.|
|Out of scope|Clearly defined criteria that is not necessary for this planning item.|
|Assumptions|Assumptions, if any, to work on this planning item.|

|Field|Description|
|-----|-----------|
|Planned cost|Planned cost to take up this planning item.|
|Planned capEx|Planned capital expenditure for this planning item.|
|Planned opEx|Planned operational expenditure for this planning item.|
|Planned benefit|Planned benefit from this planning item.|
|Actual benefit|Actual benefit achieved from this planning item,|
|Estimate to completion|Estimated cost to complete work on this planning item.|
|Actual cost|Actual cost on this planning item.|
|Actual capEx|Actual value of capital expenditure for this planning item.|
|Actual opEx|Actual value of operational expenditure for this planning item.|
|Planned ROI|Planned return of investment for this planning item.|
|Planned return|Financial return on this planning item.|
|Estimate at completion|Estimated cost at the time that work on this planning item is completed.|

|Field|Description|
|-----|-----------|
|Score| |
|Value score|Score for the value obtained with this planning item.|
|Risk score|Score for the risk associated with this planning item.|
|Size score|Score for the job required to complete the task.|

**Parent Topic:**[Form field information for Portfolio Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/form-field-information-for-portfolio-planning.md)