---
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


---

# Configure additional source tables for a free-form roadmap

# Configure additional source tables for a free-form roadmap {#ariaid-title1}

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

Add new tables to roadmap preferences and configure their details so that these
tables can be used as source tables while creating a free-form roadmap in Strategic Planning.

## Before you begin

[Install Strategic Planning](https://www.servicenow.com/docs/~Y_eQBbIxZ~90W_lgBVEpQ "Install the Strategic Planning application from ServiceNow Store if you have the admin role.").

Role required:
sn_align_core.apw_admin

## Procedure

1. Navigate to AllStrategic PlanningPortfolio Plan Configuration.
2. Select New.
3. On the form, fill in the fields.  
   For field information, see [Portfolio plan configuration form](https://www.servicenow.com/docs/~_Mp9hpBgkxsErN2Edw8Gg "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 Submit.

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