---
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


---

# Migrate data model for portfolio financials

# Activate a scheduled job to generate data to view portfolio financials {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Activate and define Data generation for financials in SPW/PPW scheduled job to migrate budget from old data model to new data model and view portfolio financials.

## About this task

It's a one-time activity to define and run this scheduled job to view portfolio financials.

## Before you begin

Role required: admin

## Procedure

1. Navigate to AllSystem DefinitionScheduled Jobs.
2. Filter the name field to locate and open Data generation for financials in SPW/PPW.
3. Select Active option to activate and schedule the job.
4. Edit the fields on the Scheduled Script Execution form to customize the job and meet your requirements.  
   For more information about the field description and scripts, see [Automatically run a script of your choosing](https://www.servicenow.com/docs/access?context=t_ScheduleAScriptExecution&version=australia&pubname=australia-platform-administration&ft:locale=en-US#t_ScheduleScriptExecution).
5. **Optional:** Remove the condition `'active=true'` to generate the financial data and work on costs for inactive planning items.
6. Select Update to save your changes and execute the job as scheduled, or select Execute Now to run the scheduled job.

## Result

All the required mappings to view the portfolio financials for Epics, Demands, and Projects are mapped.

To validate if the data generation job is successful, navigate to AllSystem DefinitionTables and check the mappings for Investment record in the Project \[sn_align_core_project\] table.

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