Components installed with Portfolio Planning

Several types of components are installed with activation of the Portfolio Planning application, including tables and user roles.

Roles installed

Role title \[name\]	Description	Contains roles
Portfolio Planning admin\[sn\_align\_core.apw\_admin\]	Can access all the modules in the Portfolio Planning application	- it\_portfolio\_manager - sn\_align\_core.apw\_user - view\_changer
Portfolio Planning user\[sn\_align\_core.apw\_user\]	Can create, update, and delete portfolio plans, free-form roadmaps, and planning items. This role can be given to users such as portfolio or product managers, business unit leads, and other planning personas.	- sn\_align\_cmn\_int.user - sn\_milestones.milestone\_editor
sn\_align\_core.ap\_read\_only	Can view portfolio plans and free-form roadmaps that are shared with them. Can add notes, comments, or attachments to portfolio plans and roadmaps that are shared with them. Can create, edit, and delete portfolio plan views and free-form roadmap views. Note: Only the owner can edit or delete a portfolio plan view or a free-form roadmap view.	sn\_milestones.milestone\_viewer
Milestones editor\[sn\_milestones.milestone\_editor\]	Can create, update, and delete milestones on the roadmap.	sn\_milestones.milestone\_viewer
Milestones viewer\[sn\_milestones.milestone\_viewer\]	Can view milestones on the roadmap.	None
Business stakeholder\[business\_stakeholder\]	Can create and update portfolio plans and free-form roadmaps. Can add notes, comments, or attachments to portfolio plans and roadmaps that are shared with them. Can fill out the assessments for scoring and reviews demands before they are approved. Can personalize the roadmaps. Can view generated resource capacity for planning items in the Capacity Planning screen. Can view goals and related records using the platform view. Note: Users with this role do not have access to create or edit any roadmap items.	- sn\_align\_core.ap\_read\_only - sn\_align\_ws.spw\_capacity\_read - sn\_gf.goal\_user\_read

Role title [name]	Description	Contains roles
sn_align_ws.scenario_approver	Can approve the scenarios for the portfolio.	sn_align_core.apw_user

Role title \[name\]	Description	Contains roles
Portfolio Planning integrations user \[sn\_align\_cmn\_int.user\]	Imports, exports, and manages planning items between Portfolio Planning and PPM.	connection\_admin

Role title [name]	Description	Contains role
sn_align_ws.spw_capacity_user	Can generate resource capacity details.	sn_align_ws.spw_capacity_read
sn_align_ws.spw_capacity_read	Can view resource capacity details.	None

Role title [name]	Description	Contains roles
sn_align_ws.spw_financial_user	Create cost plans and expense lines for planning items.	None

Tables installed

Table	Description
Alignment Integration \[sn\_align\_cmn\_int\_integrations\_setup\]	Stores data of integration information for your ServiceNow instance
Choice Map sn\_align\_cmn\_int\_choice\_map	Stores choice map relationships between fields of planning items of Portfolio Planning and PPM
Demand \[sn\_align\_core\_demand\]	Stores records created with Demand planning item type.
Dependency \[sn\_align\_core\_dependency\]	Stores data of dependencies between roadmap items.
Field Map \[sn\_align\_cmn\_int\_field\_map\]	Stores field map relationships between planning items of Portfolio Planning and PPM
Import Request \[sn\_align\_cmn\_int\_import\_request\]	Stores imports requests from Portfolio Planning to PPM
Instance Mapping \[sn\_align\_cmn\_int\_instance\_mapping\]	Stores mapping information between instances
Integration Error \[sn\_align\_cmn\_int\_integration\_error\]	Stores errors for integration between Portfolio Planning and PPM
Integration Mapping \[sn\_align\_cmn\_int\_integration\_mapping\]	Stores Integration mappings between Portfolio Planning and PPM
Lens \[sn\_align\_core\_lens\]	Stores data of the lens configuration.
Lens structure \[sn\_align\_core\_lens\_structure\]	Stores data of lens entities and the relationship between them for different lenses.
Planning Item \[sn\_align\_core\_planning\_item\]	Stores the data of all planning item types.
Portfolio plan \[sn\_align\_ws\_portfolio\_plan\]	Stores data of portfolio plans.
Project \[sn\_align\_core\_project\]	Stores records created with Project planning item type.
Roadmap configuration \[sn\_align\_ws\_roadmap\_configuration\]	Stores the configuration data for tables that are used to create portfolio roadmaps and free-form roadmaps.
Table Map sn\_align\_cmn\_int\_table\_map	Stores table mapping relationships between planning items in Portfolio Planning and PPM

System properties installed

Name	Description
com.sn\_align\_cmn\_int.bulk\_import	- Type: Choice list - Default value: INSERT - Other possible values: - INSERT - <Value 2 name>: - Location: System Property \[sys\_properties\] table - Learn more: Configure bulk import

Parent Topic:Portfolio Planning reference