---
title: Create a free-form roadmap
description: Create a standalone visual roadmap to start high-level planning of work from different units of the company.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/scenario-planning-in-spw/create-a-roadmap-in-roadmap-planning.html
release: australia
product: Scenario Planning in SPW
classification: scenario-planning-in-spw
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 2
keywords: [alignment planner workspace, portfolio planning workspace, portfolio planner, strategic planner, strategic planning workspace]
breadcrumb: [Plan roadmaps, Portfolio Planning in Strategic Planning Workspace, Strategic Planning, Strategic Portfolio Management]
---

# Create a free-form roadmap

Create a standalone visual roadmap to start high-level planning of work from different units of the company.

## Before you begin

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

## About this task

Create a standalone roadmap to plan work across multiple units of your organization, such as projects of all departments. To learn more about free-form roadmaps, see [Roadmaps in Strategic Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/roadmap-planning-overview.md).

Select a source table as a starting point to base your roadmap on. Select one of project, epic, program, demand, SAFe epic, and SAFe feature tables for a simple roadmap or Planning Item table for a hybrid roadmap.

## Procedure

1.  Navigate to **Workspaces** > **Strategic Planning Workspace** > **Portfolio Planning** > **Free-form Roadmaps**

2.  Select **New**.

    If this is the first free-form roadmap in your ServiceNow® instance, select **Create your first free-form roadmap**.

3.  Use the Create free-form roadmap wizard to fill out the details of your roadmap.

    1.  Select a source table to base your roadmap on.

        Your admin can configure other tables to be visible in this list. For more information, see [Portfolio plan configuration form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/portfolio-plan-configuration-form.md).

    2.  Add conditions to filter the data from the source table.

        For example, if your source table is **Project**, the related filter condition can be **Business Unit is Finance AND Active is true**.

    3.  Enter details of the name and planned dates for the roadmap.

        **Note:** The start and end dates for your roadmap act as a date range filter for all the items displayed in the roadmap.

4.  Select **Create**.


## Result

-   A new roadmap is created and displayed.
-   This roadmap is listed in the **Free-form roadmaps** tab of the Home page of Strategic Planning Workspace.

## What to do next

-   Update, personalize, and collaborate with your roadmap.
-   Add milestones or create dependencies for the items planned on your roadmap.

**Related topics**  


[Update details of a free-form roadmap](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/update-details-of-a-roadmap.md)

[Create planning items from the roadmap view](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/create-new-items-from-a-roadmap.md)

[Plan unscheduled items into a roadmap](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/schedule-unscheduled-items-to-a-roadmap.md)

[Add dependencies for roadmap items](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/create-planning-item-dependencies-in-a-roadmap.md)

[Collaborate on a free-form roadmap with stakeholders](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/collaborate-on-a-roadmap.md)

[Share a free-form roadmap with stakeholders](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/share-a-roadmap-with-stakeholders.md)