---
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


---

# Customize the planning item display preferences

# Customize planning item display preferences for roadmaps {#ariaid-title1}

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

Update the default display configuration of planning item attributes in Prioritization, portfolio plan Roadmap, and Free-form roadmap pages so that data relevant to you is displayed in Strategic Planning Workspace.

## Before you begin

[Install Strategic Planning](https://www.servicenow.com/docs/V70Uuc8AdrdPxF5RphOwjw "Install the Strategic Planning application from ServiceNow Store if you have the admin role.").

Role required: sn_align_core.apw_admin

## About this task

Update default settings for the display of planning items such as Group by fields, Color by fields, Metrics fields, and Kanban preferences, such as default vertical lane and horizontal lane, metrics on the Kanban cards and others, on the following pages:

* Portfolio plans:
  * Prioritization view
  * Kanban view
  * Roadmap view
  {#configure-source-table-preferences-for-roadmap__ul_tfx_gsz_cxb}
* Free-form roadmaps:
  * Timeline view
  * Kanban view
  {#configure-source-table-preferences-for-roadmap__ul_o2q_ksz_cxb}

{#configure-source-table-preferences-for-roadmap__ul_r4n_gsz_cxb}The options in these configurations are as follows:{#configure-source-table-preferences-for-roadmap__table_cqj_mp3_gxb__entry__2}

| Configuration table | Fields |
|-|-|
| Prioritization and Roadmap configuration | * Group by fields * Color by fields * Metrics fields * Status field * Percent complete field {#configure-source-table-preferences-for-roadmap__ul_qfh_jq3_gxb} |
| Kanban configuration | Prioritization, roadmap, and free-form roadmap tabs: * Horizontal lane * Vertical lane * Metrics on Kanban card {#configure-source-table-preferences-for-roadmap__ul_qjw_qp3_gxb} |
| Rank configuration | Rank configuration |
[Table 1. Table Configurations]

{#configure-source-table-preferences-for-roadmap__table_cqj_mp3_gxb}

## Procedure

1. Navigate to AllStrategic PlanningPortfolio Plan Configuration.
2. Open a table for which you want to edit the configuration.
3. Edit the required fields.  
   For field information, see [Portfolio plan configuration form](https://www.servicenow.com/docs/IgQAViOUoQaiGbmMbdmfEQ "Learn about the fields of the Portfolio plan form. Use this form to create or update display settings of the planning items for a portfolio plan in Strategic Planning Workspace.").
4. Select Update.

*[\>]: and then