---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Docs for planning items

# Docs for planning items in Portfolio Planning {#ariaid-title1}

Release version: Australia  
Updated November 5, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 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 Docs for planning items in Portfolio Planning

The Docs feature in Portfolio Planning Workspace allows product and portfolio managers to store and organize documentation related to planning items in a centralized location.
Each planning item, such as an Epic, can have multiple doc pages to capture various information like business objectives, technical requirements, or meeting notes.
Predefined templates (e.g., Project Brief, Product Requirements, Brainstorming Ideas) are available to create structured documents quickly or users can start with blank pages.
Show full answer Show less  

## Key Features

* **Auto-save:** Content is saved automatically, ensuring no loss of information.
* **Live user presence:** See who is viewing or editing a doc page in real time, with colored cursors indicating each editor's location on the page.
* **Predefined templates:** Use templates for common documentation needs or create custom docs from scratch.
* **Rich text editing:** Supports headings, lists, alignment, block-level editing to rearrange content, inline tagging of team members, and table insertion using the / command.
* **Reference integration:** Add references to other ServiceNow AI Platform tables and records to connect work across teams.
* **Image insertion:** Upload files or use web URLs to add images; note that Google Images links may not always work.

## Real-time Collaboration

Multiple users can edit a doc page simultaneously, enhancing teamwork and reducing delays. Users can toggle visibility of live presence indicators. However, performance may be impacted if many users edit the same content block at once.

## Dynamic Data Linking

This feature keeps documentation up to date by automatically reflecting changes from referenced ServiceNow application records (e.g., Project records). Selecting a reference opens the full record form for easy access and editing, while hover popovers provide quick details without leaving the doc page. References can be linked to specific fields (e.g., "Assigned to") and any accessible ServiceNow table can be referenced without additional setup.

Dynamic data linking reduces manual updates and switching between applications, helping teams maintain a single source of truth and stay aligned efficiently.  
Store and manage all kinds of documentation for planning items from a centralized location of Portfolio Planning Workspace.

## Docs overview {#docs-for-planning-items-in-ppw__id_ky5_ffk_d2c}

Product and portfolio managers can store information for planning items using the Docs feature.

* Each planning item can have a separate doc page to capture the information related to it.For example, for an Epic planning item, you create a doc page for high level business objectives or technical product
  requirements.

* Each planning item can have multiple doc pages associated to it to help you effectively organize key artifacts.
* Predefined templates such as Project Brief, Product Requirements, Brainstorming Ideas, and Meeting notes are available. Create doc pages for your planning items using one of these templates or start with a blank page.
{#docs-for-planning-items-in-ppw__ul_t24_xcp_1cc}

## Key Features of Docs {#docs-for-planning-items-in-ppw__section_jx2_nfk_d2c}

The key features of the Docs feature provide you with the following capabilities:

* Auto-save content.
* See who is viewing or working on a doc page through the live user presence feature.
* Create documents using predefined templates.
* Include rich text paragraph formatting, which includes headings, lists, alignment, and others.
* Move text blocks to change their placement using block-level editing.
* Tag team members inline or insert tables using the / command.
* Add reference to other ServiceNow AI Platform tables to connect work across teams.
* Insert images by uploading files or using web URLs.  
  Note:  
  The experience of inserting Google Images links might not work.
{#docs-for-planning-items-in-ppw__ul_th1_3qm_cbc}

## Real-time collaboration in
Docs {#docs-for-planning-items-in-ppw__section_smg_pfk_d2c}

You can edit a doc page concurrently with multiple other editors. Colored cursors denote the current location of each editor on the page. You can choose to show or hide these live presence indicators.  

Note:  
Application performance can be affected by a large number of users editing the same block of content simultaneously.

## Dynamic data linking in Docs {#docs-for-planning-items-in-ppw__section_exg_k2r_khc}

Keep record information in your documentation current and reduce manual effort with the Dynamic data linking feature in Docs.
Documentation
will automatically reflect the latest updates for any
referenced ServiceNow application record.

For example, if you add a reference to a Project record, the reference shows the latest field information of the project in Docs without requiring a
manual update. Selecting the project
reference displays the project form so that you can
view the full details of the project and make any necessary changes.

A hover popover displays the details of the mentioned record, providing quick access to additional information without leaving the current context.

Dynamic linking also enables adding references to a particular field of a record, such as Assigned to of a Project record.

You can add references from any ServiceNow table you have access to, with no setup or configuration needed.

This feature reduces the need to switch between multiple ServiceNow applications within your instance and helps maintain a single, reliable source of truth for collaborative work, making it easier for teams to stay aligned and informed.