---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Access execution records from Portfolio Plans

# Access execution records from Portfolio Plans {#ariaid-title1}

Release version: Australia  
Updated July 30, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
After creating a planning item demand in a Portfolio Plan, access the corresponding execution demand record directly from the Prioritization, Kanban, or Roadmap view.

## Before you begin

Role required: apw_user, ap_read_only

## About this task

An execution record is created in the Demands module for each planning item demand, using alignment integration. For more information, see [Configuring Portfolio Planning with PPM](https://servicenow-prod.fluidtopics.net/txCtIR9er4RJl8KJix_~QQ "Understand the process required to set up Portfolio Planning to work with ServiceNow Project Portfolio Management.").

## Procedure

1. Navigate to WorkspacesPortfolio Planning WorkspacePortfolio Planning.
2. From the list of portfolio plans, select one and then select Planning.
3. Open an execution demand from the Prioritization, Kanban, or Roadmap view.

   | View | Action |
   | Prioritization | 1. Select the row context menu of a planning item of type demand. 2. Select Open demand. {#access-demands-from-portfolio-planning-views__ol_xp5_24t_bkc} |
   | Kanban | 1. Select the Actions menu of a planning item demand card. 2. Select Open demand. {#access-demands-from-portfolio-planning-views__ol_dzp_y4t_bkc} |
   | Roadmap view | 1. Select a demand planning item from the roadmap. 2. Select the execution URL from the side panel. {#access-demands-from-portfolio-planning-views__ol_slz_ytt_bkc} |
   |-|-|

   {#access-demands-from-portfolio-planning-views__choicetable_access_demands_ppw}  
   The execution demand is opened in the Demands module.

{#access-demands-from-portfolio-planning-views__steps_access_demands_ppw}

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