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

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Customize Lists in Portfolio Planning Workspace

# Customize Lists in Portfolio Planning Workspace {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Add custom tables to the Lists menu in Portfolio Planning
Workspace.

## Before you begin

Role required: admin

* Ensure that your application scope is set to Portfolio Planning.
* [Enable adding custom tables to the Lists menu](https://www.servicenow.com/docs/hH6ODQLI6rokvl9WgvtPpg "Add the New action button to the APW List Menu Configuration page, so that you can add custom tables to the Lists menu in Portfolio Planning Workspace.").
{#customize-lists-in-portfolio-planning-workspace__ul_tnd_vdh_bzb}

## About this task

Lists menu in the Workspace homepage helps planning managers quickly find a record that they need. By default, this view shows the list of entities of all the planning items and lens available for this ServiceNow instance. If your planning managers need more categories or lists, you can add them.

For more information of configuring lists in a workspace, see [Lists](https://www.servicenow.com/docs/access?context=migration-lists&version=zurich&pubname=zurich-customer-service-management&ft:locale=en-US).

## Procedure

1. Navigate to sys_ux_list_menu_config.list.
2. From the UX List Menu Configurations list, select APW List Menu Configuration.
3. Select a new category or a new list.

   | Option | Action |
   | New category | From the UX List Categories related list, select New. |
   | New list | From the UX Lists related list, select New. |
   |-|-|

   {#customize-lists-in-portfolio-planning-workspace__choicetable_ngg_hbt_2wb}  
   Tip:  
   Create a category first and then create a list.
4. On the form, fill in the fields.  
   * [UX List Category form](https://www.servicenow.com/docs/I15ejh10GSw0Yx17WaYL4g "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/qtALyvw2dJLbQQTNJCw3Sw "Learn about the fields of the UX List form. Use this form to create additional lists in the Lists menu of Portfolio Planning workspaces.").
   {#customize-lists-in-portfolio-planning-workspace__ul_lm3_hct_2wb}
5. Select Submit.  
   Repeat this procedure until you've created all the custom categories and lists.
{#customize-lists-in-portfolio-planning-workspace__add_lists_sp}