---
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


---

# Create New form

# Create New form {#ariaid-title1}

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

Use the Create New form to create allocation boards.
{#create-new-rsrc-wrkbnch-form__table_new_allocation_board__entry__2}

| Field | Description |
|-|-|
| Name | Unique name for the allocation board. |
| Type | Level from which you want to filter resources. * Demands/Projects: When selected, resources are filtered from demands and projects. * Group: When selected, resources are filtered from a group. * Group manager: When selected, all resources with pps_resource role are filtered. * Portfolio: When selected, resources are filtered from a portfolio. * Program: When selected, resources are filtered from a program. * Resource Plan: When selected, resources are filtered through the filter criteria and aren't bound to any particular group, role, manager, portfolio, or program. * Role: When selected, resources are filtered from a role. * User manager: When selected, all resources with pps_resource role are filtered. {#create-new-rsrc-wrkbnch-form__ul_jby_t5d_l2b} Depending on the value in Type field, a field appears to select the name of the record. For example, if Type is Group, a field Group appears where you can select the name of the group. |
[Table 1. Create new form]

{#create-new-rsrc-wrkbnch-form__table_new_allocation_board}