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

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Configuring Portfolio Planning with PPM

# Configuring Portfolio Planning with PPM {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura

Understand the process required to set up Portfolio Planning to work with
ServiceNow®
Project Portfolio Management.

## Configuration workflow {#configuring-portfolio-planning-with-ppm__section_dqy_3g3_s6b}

Use the following steps as guidelines for your Portfolio Planning with Project Portfolio Management (PPM) setup process. Some of these steps require the admin role (sn_align_core.apw_admin) and some require the user role (sn_align_core.apw_user).

1. [Create an alignment integration](https://servicenow-prod.fluidtopics.net/flDU4F~E4P5h~inYu~2j7A "Internal alignment integration synchronizes internal processes and data to support Strategic Portfolio Management, confirming that planning and execution are aligned with business objectives through real-time bi-directional synchronization with applications such as Project Portfolio Management, Agile Development 2.0, and Scaled Agile Framework (SAFe).").
2. [Generate default mapping configurations](https://servicenow-prod.fluidtopics.net/ZXWvXD0SDNfqEMCN~Q4fVw "Generate default mapping configurations to create table maps for Project Portfolio Management (PPM).").
3. [Create custom mapping configurations](https://servicenow-prod.fluidtopics.net/jdJ6Jsb23bj7RFPOWWA_Xw "Create mapping configurations for planning items that are not created by default such as features, stories, etc.").
{#configuring-portfolio-planning-with-ppm__ol_rdw_ng3_s5b}

## Guided Setup {#configuring-portfolio-planning-with-ppm__section_axw_fmk_v5b}

After installing Portfolio Planning, you can use the guided setup to help you
with the required configuration. To open the guided setup, navigate to Portfolio PlanningGuided Setup.