---
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


---

# Import records

# Import records to Portfolio Planning Workspace {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Import records from Project Portfolio Management, after the relevant table maps, fields maps, and choice maps are configured.

## Before you begin

Role required: sn_align_core.apw_admin

## Procedure

1. Navigate to AllPortfolio PlanningIntegrations.
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.  
   Figure 1. Create Import Request
5. Select OK.  
   Note:  
   Records that have been created within the specified dates will be imported.
{#import-planning-items-to-ppw__steps_hjn_gct_gbc}

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