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

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    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Strategic Portfolio Management

ft:clusterId :

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bundleId :

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workflow :

    - Technology


---

# Customizing Lists in Portfolio Planning Workspace

# Customizing 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

You can add custom tables to the Lists menu in Portfolio Planning Workspace and manage access to the newly created categories and lists.  
Perform the following tasks to customize Lists and manage access to the newly created categories and lists in the Lists page of Portfolio Planning Workspace:

* Add the New button to the APW List Menu Configuration page. For more information, see [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.").
* Add custom tables to the Lists menu. For more information, see [Customize Lists in Portfolio Planning Workspace](https://www.servicenow.com/docs/uNCOc14lUiupx9UxtywfiQ "Add custom tables to the Lists menu in Portfolio Planning Workspace.").
* Manage who can view the newly created categories and lists in the Lists page. For more information, see [Define audience for lists in Portfolio Planning](https://www.servicenow.com/docs/S_YQN8m5UVsCMTPAB8H4Nw "Manage who can view the newly created categories and lists in the Lists page of Portfolio Planning Workspace.").
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