--- 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 --- # Portfolio plan configuration form # Portfolio plan configuration form {#ariaid-title1} * Release version: Zurich * * Updated July 31, 2025 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Portfolio plan configuration form The Portfolio plan configuration form in the Strategic Planning Workspace allows ServiceNow customers to create or update display settings for planning items within a portfolio plan. This form is essential for tailoring how portfolio data is visualized and managed, enabling more effective strategic planning and tracking. Show full answer Show less ## Key Features * **Source Table Selection:** Choose the table representing the portfolio items, such as Strategic Priority \[sngfstrategy\], to configure the plan. * **Date and Ownership Fields:** Specify fields for start date, end date, item name, and item owner to accurately capture key planning attributes. * **Roadmap Timeline Configuration:** * **Group by Fields:** Categorize roadmap items into groups (e.g., by State: Draft, Ready, Work in progress). * **Color by Fields:** Assign colors based on item types or other attributes to enhance visual differentiation. * **Metrics Fields:** Define metrics such as Planned benefit or Actual cost to display on roadmap items for quick insight. * **Status and Percent Complete Fields:** Track item status and progress visually on the roadmap. * **Kanban Configuration:** * Configure swim lanes and vertical lanes for both Prioritization Kanban and Roadmap Kanban views to organize planning items effectively. * Select default metrics to display on Kanban cards, giving planning managers immediate access to important data. * **Rank Configuration:** Use the same source table selected to manage ranking within the portfolio plan, supporting prioritization and sequencing. ## Practical Benefits for ServiceNow Customers This configuration form empowers customers to customize how portfolio items are displayed and grouped in the Strategic Planning Workspace, facilitating improved visibility, categorization, and tracking of strategic initiatives. By defining fields for timeline, Kanban boards, and ranking, customers can create a tailored planning experience that aligns with their organizational processes and enhances decision-making. 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. {#portfolio-plan-configuration-form__table_fzg_v3d_cxb__entry__2} | Field | Description | |-|-| | Source table | Table that you want to configure portfolio plan for. For example, Strategic Priority \[sn_gf_strategy\]. | | Start date field | Field to retrieve the start date value from. | | End date field | Field to retrieve the end date value from. | | Item name field | Field to retrieve the name of the item from. | | Item owner field | Field to retrieve the item owner name from. | [Table 1. Portfolio plan configuration form] {#portfolio-plan-configuration-form__table_fzg_v3d_cxb} {#portfolio-plan-configuration-form__table_xzc_c11_fdc__entry__2} | Field | Description | |-|-| | Group by fields | List of fields with which the roadmap items can be categorized into groups. For example, the State attribute can be used to categorize the items into groups of states such as Draft, Ready, Work in progress, and others. | | Color by fields | List of fields with which the roadmap items can be categorized by color. For example, the Planning item type attribute can be used to assign a unique color to each group of items belonging to a specific type. | | Metrics fields | List of fields used as the metrics for the roadmap items. For example, Planned benefit or Actual cost. These values are displayed when you point the mouse cursor on the roadmap item. | | Status field | Field that is used for the status of the roadmap item. | | Percent complete field | Field that is used to track the completion of the roadmap item. This field value is used to visualize the progress of the roadmap item in the tracking mode. | [Table 2. Roadmap timeline configuration section of the Portfolio plan configuration form] {#portfolio-plan-configuration-form__table_xzc_c11_fdc} {#portfolio-plan-configuration-form__table_q4s_c11_fdc__entry__2} | Field | Description | |-|-| | Swim lane | Field to use for the swim lane on the board in the Prioritization Kanban view. | | Vertical lane | Field to use for the vertical lane on the board the Prioritization Kanban view. | | Metrics on Kanban card | Default metrics that your planning managers want to view on a planning item card in the Prioritization Kanban view. | | Swim lane | Field to use for the swim lane on the board in the roadmap view. | | Vertical lane | Field to use for the vertical lane on the board in the roadmap view. | | Metrics on Kanban card | Default metrics that your planning managers want to view on a planning item card on the Kanban board in the roadmap view. | [Table 3. Kanban configuration section of the Portfolio plan configuration form] {#portfolio-plan-configuration-form__table_q4s_c11_fdc} {#portfolio-plan-configuration-form__table_f5h_d11_fdc__entry__2} | Field | Description | |-|-| | Rank Configuration | Table that is used to create the portfolio plan. The value for this field is the table selected in the Source table field. | [Table 4. Rank configuration section of the Portfolio plan configuration form] {#portfolio-plan-configuration-form__table_f5h_d11_fdc} **Related tasks** * [Create portfolio plan configuration for high-level planning](https://www.servicenow.com/docs/HzibZgI24e0pUAvX0V9scA "To enable high-level planning on a table that is not a planning item in Strategic Planning Workspace, create portfolio plan configuration for the table.")