---
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 a free-form roadmap

# Create a free-form roadmap {#ariaid-title1}

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

Create a standalone visual roadmap to start high-level planning of work from
different units of the company.

## Before you begin

Role required: sn_align_core.apw_user

## About this task

Create a standalone roadmap to plan work across multiple units of your organization,
such as projects of all departments. To learn more about free-form roadmaps, see
[Roadmaps in Strategic Planning](https://www.servicenow.com/docs/6Ka~PB6~hkV8LTzBLbuapA "Strategically plan work for your company using visual roadmaps in Strategic Planning Workspace.").

Select a source table as a starting point to base your roadmap on. Select one of
project, epic, program, demand, SAFe epic, and SAFe feature tables for a simple
roadmap or Planning Item table for a hybrid roadmap.

## Procedure

1. Navigate to WorkspacesStrategic Planning WorkspacePortfolio PlanningFree-form Roadmaps
2. Select New.  
   If this is the first free-form roadmap in your ServiceNow® instance, select Create your first free-form roadmap.
3. Use the Create free-form roadmap wizard to fill out the details of your roadmap.
   1. Select a source table to base your roadmap on.  
      Your admin can configure other tables to be visible in this list. For more 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.").
   2. Add conditions to filter the data from the source table.  
      For example, if your source table is Project, the related filter condition can be Business Unit is Finance AND Active is true.
   3. Enter details of the name and planned dates for the roadmap.  
      Note:  
      The start and end dates for your roadmap act as a date range filter for all the items displayed in the roadmap.
   {#create-a-roadmap-in-roadmap-planning__substeps_ip4_pyk_hvb}
4. Select Create.

## Result

* A new roadmap is created and displayed.
* This roadmap is listed in the Free-form roadmaps tab of the Home page of Strategic Planning Workspace.
{#create-a-roadmap-in-roadmap-planning__ul_qqv_bf1_wnb}

## What to do next

* Update, personalize, and collaborate with your roadmap.
* Add milestones or create dependencies for the items planned on your roadmap.
{#create-a-roadmap-in-roadmap-planning__ul_y2d_gl4_l4b}
**Related tasks**   

* [Update details of a free-form roadmap](https://www.servicenow.com/docs/Rc3fkRWNlSKB6_1x81S6Ww "Update the details of a free-form roadmap to reflect the changes in priorities or the timeline of the roadmap.")
* [Create planning items from the roadmap view](https://www.servicenow.com/docs/ufgk4s8y84WSa4j_71lUhA "Create and add new planning items to your portfolio roadmap or free-form roadmap directly from the roadmap view.")
* [Plan unscheduled items into a roadmap](https://www.servicenow.com/docs/KHDxykb80xRL_Ys39IDmtQ "Add items without start or end dates yet to your portfolio plan or free-form roadmap.")
* [Add dependencies for roadmap items](https://www.servicenow.com/docs/Aiy9znmUaX5uAXKlPlKylA "Create dependencies and visualize relationships between planning items of your portfolio or free-form roadmap, so that you can adjust their scheduling.")
* [Collaborate on a free-form roadmap with stakeholders](https://www.servicenow.com/docs/HfGxZ2yy4~hn9fzJTVOhbQ "Add comments and attachments to a free-form roadmap for other users of your organization can review and share their feedback. Collaborate and ensure that your roadmap aligns with your company's priorities.")
* [Share a free-form roadmap with stakeholders](https://www.servicenow.com/docs/8lvisz7Jf9za0MVcpZGNGQ "Add people from your organization who are the stakeholders for the work involved in your roadmap plan so that they have visibility into the roadmap's progress.")

*[\>]: and then