How to add a field in the personalize columns of Strategic planning workspace in servicenow

[Tamilvanan T]

How to add a field in the personalize columns of Strategic planning workspace in ServiceNow.

I'm trying to add some fields in the personalized columns in the Planning portfolio configurations, But it's not getting added to the Personalized column in the planning tab of the SPW workspace.

Kindly let us know how we can add the fields to the columns in SPW workspace.

[Ankur Bawiskar]

@Tamilvanan T 

share screenshots please

[Tamilvanan T]

Please look into the attachment below

[fknell]

Hi @Tamilvanan T ,

To add a field to the Personalize columns in the Strategic Planning Workspace (SPW) planning tab, the field must first be exposed as an available column in the underlying Planning Item list layout, not just on the form.

What you need to do

- Identify the Planning Item table your portfolio plan uses (usually sn_align_core_planning_item or a related planning‑item table).

- Open that table in System Definition > Tables, then open any record and change the View to the relevant planning view (e.g., “Planning” or “Prioritization”).

- Go to Configure > List Layout and add your desired field to the selected columns, then save the list layout.

Why your field isn’t showing

If the field is not in the list layout for that view, it will not appear in the Personalize side panel of the SPW planning tab, even if it exists on the form or in the portfolio configuration.

After updating the layout

Refresh the Strategic Planning Workspace page, open the Planning tab, click Personalize, and your field should now be available as a selectable column.

Hope this helps adding your missing field.