Import records to Portfolio Planning Workspace

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Import records from Project Portfolio Management, after the relevant table maps, fields maps, and choice maps are configured.

    Vorbereitungen

    Role required: sn_align_core.apw_admin

    Prozedur

    1. Navigate to All > Portfolio Planning > Integrations.
    2. Select ServiceNow Internal Alignment Integration record.
    3. Click Import.
    4. On the Create Import Request form, fill in the date range for importing the records.
      Abbildung : 1. Create Import Request
      Fill in the dates to import records.
    5. Select OK.
      Hinweis:
      Records that have been created within the specified dates will be imported.