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

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    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Create a free-form roadmap view in Portfolio Planning

# Create a free-form roadmap view in Portfolio Planning {#ariaid-title1}

* Release version: Xanadu
* 
* Updated July 2, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create a customized free-form roadmap view based on your requirements, so you can access it when you log in again and share it with stakeholders for collaboration.

## Before you begin

Role required: sn_align_core.ap_read_only

## About this task

You can create up to three private views and up to 10 shared (public) views per free-form roadmap.

## Procedure

1. Navigate to WorkspacesPortfolio Planning WorkspacePortfolio PlanningFree-form Roadmaps
2. Select a free-form roadmap to open it.
3. Change the view as needed.  
   For example, you can enable the Tracking mode toggle.

   The Save as new view option appears on the free-form roadmap header.
4. From the free-form roadmap header, select Save as new view.
5. On the Save as new view window, fill the details.
   1. Enter a name for the view in the View name field.
   2. **Optional:** Select the Shared view toggle to make this view public.  
      Selecting the Shared view toggle makes the view visible to all stakeholders with whom this free-form roadmap is shared.
   3. Select Save.
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## Result

The shared view for the free-form roadmap is created and is visible to all stakeholders with whom this free-form roadmap is shared.

## What to do next

* Share the free-form roadmap with your stakeholders to start collaborating on the free-form roadmap. See [Share a free-form roadmap with stakeholders in Portfolio Planning Workspace](https://www.servicenow.com/docs/QJTPkm9uSWJKhu41mr7Gwg "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.").
* Edit a free-form roadmap view to change the existing view. See [Edit a free-form roadmap view in Portfolio Planning](https://www.servicenow.com/docs/Nm1pitcFirnQdafPrlATyg "Edit a customized free-form roadmap view based on your requirements, so you can access it when you log in again and share it with stakeholders for collaboration.").
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