Skip to content
Configure › Portfolio Planning › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configuring Portfolio Planning with PPM

Understand the process required to set up Portfolio Planning to work with ServiceNow® Project Portfolio Management.

Configuration workflow

Use the following steps as guidelines for your Portfolio Planning with Project Portfolio Management (PPM) setup process. Some of these steps require the admin role (sn_align_core.apw_admin) and some require the user role (sn_align_core.apw_user).

  1. Create an alignment integration.
  2. Generate default mapping configurations.
  3. Create custom mapping configurations.

Guided Setup

After installing Portfolio Planning, you can use the guided setup to help you with the required configuration. To open the guided setup, navigate to Portfolio Planning > Guided Setup.