--- 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 --- # Components installed with Portfolio Planning # Components installed with Portfolio Planning {#ariaid-title1} Release version: Australia Updated March 12, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read Several types of components are installed with activation of the Portfolio Planning application, including tables and user roles. ## Roles installed {#installed-with-portfolio-planning__section_wly_yyh_wdb} {#installed-with-portfolio-planning__table_u1t_gb1_wdb__entry__3} | 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 {#installed-with-portfolio-planning__ul_g31_bq4_2qb} | | 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 {#installed-with-portfolio-planning__ul_kk2_jq4_2qb} | | 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. {#installed-with-portfolio-planning__ul_mf2_y4k_bzb} | 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. {#installed-with-portfolio-planning__ul_uyc_hxn_hvb} 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 {#installed-with-portfolio-planning__ul_xdj_ql2_gyb} | [ ] {#installed-with-portfolio-planning__table_u1t_gb1_wdb} {#installed-with-portfolio-planning__table_xrh_dq3_fdc__entry__3} | Role title \[name\] | Description | Contains roles | |-|-|-| | sn_align_ws.scenario_approver | Can approve the scenarios for the portfolio. | sn_align_core.apw_user | [Table 1. Scenario Planning roles] {#installed-with-portfolio-planning__table_xrh_dq3_fdc} {#installed-with-portfolio-planning__table_thr_jq3_fdc__entry__3} | 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 | [Table 2. Portfolio Planning with PPM roles] {#installed-with-portfolio-planning__table_thr_jq3_fdc} {#installed-with-portfolio-planning__table_gnq_qq3_fdc__entry__3} | 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 | [Table 3. Capacity roles] {#installed-with-portfolio-planning__table_gnq_qq3_fdc} {#installed-with-portfolio-planning__table_n5v_r51_fdc__entry__3} | Role title \[name\] | Description | Contains roles | |-|-|-| | sn_align_ws.spw_financial_user | Create cost plans and expense lines for planning items. | None | [Table 4. Financial planning roles] {#installed-with-portfolio-planning__table_n5v_r51_fdc} {#installed-with-portfolio-planning__table_n5v_r51_fdd__entry__3} | Role title \[name\] | Description | Contains roles | |-|-|-| | RIDAC reader \[sn_align_ws.ridac_read_only\] | Can view RIDAC (Risk, Issue, Decision, Action, Change request) items on planning items. | None | | RIDAC user \[sn_align_ws.ridac_user\] | Can create, update, and delete RIDAC (Risk, Issue, Decision, Action, Change request) items on planning items. | None | [Table 5. RIDAC roles] {#installed-with-portfolio-planning__table_n5v_r51_fdd} ## Tables installed {#installed-with-portfolio-planning__section_ikf_1js_cwb} {#installed-with-portfolio-planning__table_jkf_1js_cwb__entry__2} | 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 | [ ] {#installed-with-portfolio-planning__table_jkf_1js_cwb} ## Scheduled jobs installed {#installed-with-portfolio-planning__section_qbj_ypr_vqb} {#installed-with-portfolio-planning__table_dx3_gb1_wdb__entry__2} | Scheduled job | Description | |-|-| | Update planning item on RIDAC tables | Populates the planning item field on RIDAC records that were created before the RIDAC feature introduced in Portfolio Planning was installed. This job ensures legacy RIDAC records appear correctly in related lists and reports. | [ ] {#installed-with-portfolio-planning__table_dx3_gb1_wdb} ## System properties installed {#installed-with-portfolio-planning__section_j2f_t3m_fwb} {#installed-with-portfolio-planning__table_k2f_t3m_fwb__entry__2} | Name | Description | |-|-| | com.sn_align_cmn_int.bulk_import | * Type: Choice list * Default value: INSERT * Other possible values: * INSERT * \: {#installed-with-portfolio-planning__ul_m2f_t3m_fwb} * Location: System Property \[sys_properties\] table * Learn more: [Configure bulk import](https://servicenow-prod.fluidtopics.net/HDPrrcgB0rlxmXOrgnllyw "This system property enables you to update the bulk import functionality in Strategic Planning with PPM, Agile 2.0, and SAFe.") {#installed-with-portfolio-planning__ul_l2f_t3m_fwb} | [Table 6. Portfolio Planning with PPM system properties] {#installed-with-portfolio-planning__table_k2f_t3m_fwb}