---
sourceDocument: Australia Enable AI
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/intelligent-experiences

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Enable AI

ft:clusterId :

    - platai

bundleId :

    - platai

workflow :

    - Platform


---

# Planning strategy and execution for an AI system

# Planning AI work from Inventory in AI Control Tower {#ariaid-title1}

Release version: Australia  
Updated April 29, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read
Summarize  
![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI  
This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.  

## Summary of Planning AI work from Inventory in AI Control Tower

The Plan tab in AI Control Tower Inventory offers a centralized, filtered view of planning data related to a specific AI system.
This feature enables ServiceNow customers to efficiently manage goals, intake items, and delivery records linked exclusively to the selected AI system.
It supports streamlined workflows across Strategize, Prioritize, and Execute phases without requiring additional top-level filters, as all data is scoped to the AI system's product model.
Show full answer Show less  

## Using the Plan Tab

To access the Plan tab for an AI system:

* Navigate to **All \> AI Control Tower \> Inventory**.
* Select **AI Systems** as the asset type.
* Open the desired AI System record.
* Click the **Plan** tab.

The tab contains three sub-tabs---Strategize, Prioritize, and Execute---each displaying lists filtered by the AI system's product model. This ensures you view only relevant records such as goals, demands, feedback, projects, and epics tied to that AI system.

## Key Features of Each Sub-Tab

* **Strategize:** Shows Goals and Targets associated with the AI system's product model, enabling focused planning without additional analytics widgets.
* **Prioritize:** Displays Demands, Feedback, and Product Ideas filtered to the AI system, supporting intake and prioritization activities.
* **Execute:** Lists Projects and Epics connected to the AI system, facilitating execution and delivery tracking.

## Practical Actions and Considerations

* Each list includes toolbar functions such as search, filtering, refreshing, personalizing columns, and creating new records directly from the Plan tab.
* When creating new records, ensure the **product model field** matches the AI system's product model; otherwise, the record will not appear in the filtered view.
* Inline editing is available for quick updates to records.

## Benefits for ServiceNow Customers

The Plan tab consolidates planning data specific to an AI system, improving visibility and management of AI work within AI Control Tower. This focused approach helps customers efficiently strategize, prioritize, and execute AI initiatives while maintaining clear alignment with the AI system's product model, ultimately streamlining AI lifecycle management.  
View all planning data for a specific AI system in one location. The Plan tab automatically filters goals, intake items, and delivery records to show only those linked to your selected AI system across Strategize, Prioritize,
and Execute workflows.

## Plan tab overview {#aict-inventory-plan__section_inv_plan_overview}

The Plan tab appears on the record page of an AI system in AI Control Tower Inventory. It appears only for AI systems, not for other asset types such as AI prompts. The Plan tab provides a focused view of the goals, intake items, and delivery records associated
specifically with the AI system you selected.  
To navigate to the Plan tab of an AI system:

1. Navigate to AllAI Control TowerInventory.
2. Select AI Systems as the asset type.
3. Select an AI System record to open it.
4. Navigate to the Plan tab.
{#aict-inventory-plan__ol_bpb_cph_cjc}

The Plan tab has three sub-tabs: Strategize, Prioritize, and Execute. The data on each sub-tab is filtered using the product model of the selected AI system. Records in tables such as goals, demands, and projects that carry a
product model field are filtered to show only those linked to that product model. Because the data is already scoped to a single AI system, the Plan tab has no additional header-level filters.

Each list on the Plan tab has a toolbar with the following actions:

* Search: Find records by keyword.
* Filter: Open the filter panel to build conditions using field and operator combinations, sort records, or group them within the list.
* Refresh: Reload the list to show the latest data.
* Personalize columns: Choose which columns are displayed and in what order. Search from available columns, add or remove them, and drag to reorder.
* New: Create a record directly from the Plan tab.

{#aict-inventory-plan__ul_inv_plan_toolbar}

You can also edit a record inline by selecting the edit icon (![]()) in the record row.  
Note:  
When you create a record from the Plan tab, confirm that the product model field on the new record is set to the product model of the AI system that you're viewing. If the product model is not set correctly, the new record is excluded from the filtered list after saving.

## Strategize {#aict-inventory-plan__section_inv_plan_strategize}

The Strategize sub-tab displays the Goal and Target lists, both filtered to show only records linked to the product model of the selected AI system. Unlike the Strategize page in the Plan menu, this view shows only the
filtered lists without analytics widgets.
{#aict-inventory-plan__table_inv_strat_lists__entry__3}

| List | Source table | Records displayed |
|-|-|-|
| Goal | sn_gf_goal | Goals where the product model matches the product model of the selected AI system. |
| Target | sn_gf_goal_target | Targets where the product model matches the product model of the selected AI system. |
[Table 1. Strategize lists]

{#aict-inventory-plan__table_inv_strat_lists}

To edit a goal or target record, see [Edit a strategize record](https://www.servicenow.com/docs/JFNEwyL09eHtjTpEBIq_fA "Update the details of an existing goal, target, or strategic priority record to reflect changes in organizational direction, scope, or measurement criteria.").

## Prioritize {#aict-inventory-plan__section_inv_plan_prioritize}

The Prioritize sub-tab displays the Demand, Feedback, and Product idea lists, all filtered to show only records linked to the product model of the selected AI system. Unlike the Prioritize page in the Plan menu, this view
shows only the filtered lists without analytics tiles.
{#aict-inventory-plan__table_inv_prior_lists__entry__3}

| List | Source table | Records displayed |
|-|-|-|
| Demand | dmn_demand | Demands where the product model matches the product model of the selected AI system. |
| Feedback | sn_align_core_feedback | Feedback records where the product model matches the product model of the selected AI system. |
| Product idea | sn_align_core_product_idea | Product ideas where the product model matches the product model of the selected AI system. |
[Table 2. Prioritize lists]

{#aict-inventory-plan__table_inv_prior_lists}

To create an intake record, see [Create an intake record](https://www.servicenow.com/docs/1S_gc1XHarSJVC1~yz7lOA "Use the Prioritize tab to add a demand, product idea, or feedback record. Selecting New in any list opens a full form. The form fields differ by record type."). To edit an existing intake record, see [Manage intake records](https://www.servicenow.com/docs/z7OX0pmCmyoipw5NGG9Uqw "Update the details of an existing intake record to reflect changes in scope, priority, or other relevant information.").

## Execute {#aict-inventory-plan__section_inv_plan_execute}

The Execute sub-tab displays the Project and Epic lists, both filtered to show only records linked to the product model of the selected AI system. Unlike the Execute page in the Plan menu, this view shows only the filtered
lists without donut widgets or header filters.
{#aict-inventory-plan__table_inv_exec_lists__entry__3}

| List | Source table | Records displayed |
|-|-|-|
| Project | pm_project | Projects where the product model matches the product model of the selected AI system. |
| Epic | sn_align_core_scrum_epic | Epics where the product model matches the product model of the selected AI system. |
[Table 3. Execute lists]

{#aict-inventory-plan__table_inv_exec_lists}

To create a project or epic, see [Create a project or epic in AI Control Tower](https://www.servicenow.com/docs/poSLoSGNCXJvIzCcV8r9Jw "Create a project or epic from the Execute page to track AI-related delivery work in AI Control Tower."). To edit an existing project or epic, see [Edit a project or epic in AI Control Tower](https://www.servicenow.com/docs/SMq4aAyIWGETQX2IYYlqDg "Update the details of a project or epic from the Execute page in AI Control Tower to reflect changes in scope, state, priority, or other information.").
**Related concepts**   

* [Planning and tracking AI work in AI Control Tower](https://www.servicenow.com/docs/FZTg2ce_uLLl9V1_gJHl0g "Use the Strategize, Prioritize, and Execute pages in the Plan menu of AI Control Tower to manage AI work from goal alignment through delivery tracking.")

*[\>]: and then


