---
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


---

# Form field information for Portfolio Planning

# Form field information for Portfolio Planning {#ariaid-title1}

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

Field information for forms used in the Portfolio Planning application.
* **[Action Assignment form](https://www.servicenow.com/docs/fUn8pZSvK_Z2X5W9WlhsBQ)**   
  Learn about the fields of the Action Assignment form. Use this form to add the New action button to the APW List Menu Configuration page.
* **[Choice map form](https://www.servicenow.com/docs/dbOkYHNtzy2DSptrvVGuUA)**   
  Understand the fields of the choice map form. This form is used to create choice maps.
* **[Create cost plan form](https://www.servicenow.com/docs/8FbWX0~KM9KYCTBjxChFyw)**   
  Use this form to create cost plans for your planning items.
* **[Create expense line form](https://www.servicenow.com/docs/WlxbWbcH~xJQXzjDMduRlw)**   
  Use this form to create expense lines for your actual expense.
* **[Dependency form](https://www.servicenow.com/docs/Wb0heXVRZE4bKhVPk4Yz9g)**   
  Learn about the fields of the dependency form. Use this form to add and establish dependencies between planning items on the roadmap in Portfolio Planning .
* **[Field map form](https://www.servicenow.com/docs/0TKNMmrELXHTZ5bXbgUm4A)**   
  Understand the fields of the field map form. This form is used to create mappings for a corresponding table map.
* **[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.
* **[Highlighted Value Condition form](https://www.servicenow.com/docs/9U67knwYpLKNUfsxCTitYA)**   
  Learn about the fields of the Highlighted Value Conditions form. Use this form to configure the display of highlighted fields in Portfolio Planning workspace.
* **[Highlighted Value form](https://www.servicenow.com/docs/Gw8b9Ym4diKbjAyZ42CdxA)**   
  Learn about the fields of the Highlighted Value form. Use this form to customize the fields to be highlighted on the Prioritization page of a portfolio plan in Portfolio Planning workspace.
* **[Lens Form](https://www.servicenow.com/docs/w6vpFCs~zbSxEDUkUs6FNA)**   
  Learn about the fields of the Lens form. Use this form to create a lens in Portfolio Planning.
* **[Lens structure form](https://www.servicenow.com/docs/X0PWZgBC0WHNA2IwoXhj9A)**   
  Learn about the fields of the Lens structure form. Use this form to define a structure for your lens in the Portfolio Planning application.
* **[List Applicability form](https://www.servicenow.com/docs/JPn2PfhWiBGCKMB3IprDYg)**   
  Learn the field information for the List Applicability form. Use this information to define audience for the newly created lists for Portfolio Planning workspace.
* **[Planning item milestone form](https://www.servicenow.com/docs/JwduvPFQFKbj9u_4OAEJDw)**   
  Learn about the fields of the planning item milestone form. Use this form to create milestones for the planning items in your roadmap in Portfolio Planning.
* **[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.
* **[RIDAC Action form](https://www.servicenow.com/docs/TI13OoBvlTmhe0VgmRT3yw)**   
  Use the RIDAC Action form to create and track action items related to your demand or project planning items. Manage action item ownership, status, and completion.
* **[RIDAC Change Request form](https://www.servicenow.com/docs/TrD~5kJMKK8dvsWs2j1gIA)**   
  Use the RIDAC Change Request form to document and track proposed changes to your demand or project planning items. Manage change requests and monitor implementation status.
* **[RIDAC Decision form](https://www.servicenow.com/docs/9zU9_rYtLHdVANUK4AAbRQ)**   
  Use the RIDAC Decision form to document and track critical planning decisions related to your demand or project planning items. Manage decision rationale and implementation status.
* **[RIDAC Issue form](https://www.servicenow.com/docs/6imU85uXqE_p729S1bPccA)**   
  Use the RIDAC Issue form to create and manage issues that affect your demand or project planning items. Track planning challenges, obstacles, and problems that need resolution.
* **[RIDAC Risk form](https://www.servicenow.com/docs/Yb9Qj4Ai7Rqz2l9EkNbF~g)**   
  Use the RIDAC Risk form to identify and track potential risks that could impact your demand or project planning items. Manage risk mitigation strategies and monitor risk exposure.
* **[Roadmap configuration form](https://www.servicenow.com/docs/8eX94i7~JeoJTW8qy0TpaA)**   
  Learn about the fields of the roadmap configuration form. Use this form to add new tables to roadmap preferences and configure their details in Portfolio Planning.
* **[Table map form](https://www.servicenow.com/docs/wmCImq_H9p8Gc7dW7TVLUA)**   
  Understand the fields of the table map form. This form is used to create a new custom table map for any record to integrate with Agile Development 2.0, SAFe, and PPM.
* **[Roadmap milestone form](https://www.servicenow.com/docs/QYgprLbcckxAowphZBm5YQ)**   
  Learn about the fields of the roadmap milestone form. Use this form to create a milestone for the timeline of your roadmap in Portfolio Planning.
* **[Scheduled Script Execution form to generate labor costs](https://www.servicenow.com/docs/~R2RTRKcVRXChxUtvVgsrQ)**   
  Use the Scheduled Script Execution form to enable Generate Labor Costs scheduler job for projects and demands.
* **[UX List Category form](https://www.servicenow.com/docs/t2kyEZR2x3~ZSi8LZVm6aQ)**   
  Learn about the fields of the UX List Category form. Use this form to create additional categories for lists in the Lists menu of Portfolio Planning workspaces.
* **[UX List form](https://www.servicenow.com/docs/D2HdhSqIcxeKCl7BD8bkBA)**   
  Learn about the fields of the UX List form. Use this form to create additional lists in the Lists menu of Portfolio Planning workspaces.

