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

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Add planning items

# Add planning items to Prioritization {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Add new planning items to your portfolio plan's work backlog in Portfolio Planning Workspace and ensure that the work pipeline is
current.

## Before you begin

[Create a portfolio plan](https://www.servicenow.com/docs/GE60v0YmPABXIGgeWp7E0w "Use lens and build a personalized portfolio plan in Portfolio Planning Workspace so that you can start to prioritize and align work in the planning perspective of your choice.").

Role required: sn_align_core.apw_user

## About this task

Use the Prioritization tab of your portfolio plan to add new planning items or import them from other ServiceNow execution system such as Project Portfolio Management (PPM).

You can use the List or Hierarchy views while you perform
this task.

## Procedure

1. Navigate to WorkspacesPortfolio Planning WorkspacePortfolio Planning.
2. From the list of portfolio plans, select one and then select Planning.
3. From the Prioritization tab, add a new planning item for your portfolio plan.  
   Use the More options drop-down to select the planning item that you want to create.

4. On the form, fill in the short description and approved dates.  
   For full field information, see [Demand planning item form](https://www.servicenow.com/docs/huAuYhm0vX_SrCyFbFDV5A "Learn about the fields of the demand form. Use this form to create or edit the details of a planning item of the type Demand in Portfolio Planning.") or [Project planning item form](https://www.servicenow.com/docs/lrJpwB_pBto2tEuYvd7rAw "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.").
5. Select Submit.
6. **Optional:** If you're using PPM to execute the planned work, you can also import your work items from the application.  
   For more information, see [Executing Portfolio Planning work in PPM](https://www.servicenow.com/docs/8ew6djjh3MpVpnvWap4PgQ "Facilitate execution of the work planned in Portfolio Planning in ServiceNow Project Portfolio Management application.").
{#add-planning-items-prioritization-in-portfolio-planning-workspace__steps_npl_3mn_dwb}

## Result

The new item is created with its Planning state field is set to New and the position of the item is based on the view that you are in.

* Prioritization tab: Added to the bottom of the list.
* Hierarchy tab: Added to the appropriate grouping. For example, your selected lens is Organization. Then, the new item is added to the grouping of its department.
{#add-planning-items-prioritization-in-portfolio-planning-workspace__ul_rl5_3hj_dwb}

## What to do next

* [Rank planning items](https://www.servicenow.com/docs/HZlPl5N6KVpVq~LrtvY~9Q "Rank the planning items that are added to the pipeline of your portfolio plan and decide on their priority so that you can start planning your portfolio roadmap.").
* [Update planning item details from Prioritization view](https://www.servicenow.com/docs/OOTZK0WP8UpMF1nFldzh8A "Update the details of your planning items or delete them so that the Prioritization page in Portfolio Planning Workspace reflects the latest work pipeline.").
{#add-planning-items-prioritization-in-portfolio-planning-workspace__ul_wg1_ynq_ctb}

*[\>]: and then