---
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


---

# Configure

# Configuring Portfolio Planning {#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

Learn about the process required to set up Portfolio Planning to enable
your product and portfolio managers start aligning their work business objectives.

## Configuration workflow {#configuring-portfolio-planning__section_sg1_gyx_nrb}

Use the following steps as guidelines to set up Portfolio Planning. Some of these steps require the admin role and some require the sn_align_core.apw_admin role.

1. [Install Portfolio Planning](https://servicenow-prod.fluidtopics.net/Gm3JYCblRPRuSrKnmz_HHg "You can install the Portfolio Planning application (sn_align_ws) if you have the admin role.The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.").
2. Assign user roles.See the Roles installed table in [Components installed with Portfolio Planning](https://servicenow-prod.fluidtopics.net/LzBy6S9~erWl634jey~kIw "Several types of components are installed with activation of the Portfolio Planning application, including tables and user roles.").

   Nota:  
   If you are upgrading from an older version to Portfolio Planning v6.1.1 or higher, a fix script is run to remove the milestone_editor role from the roadmap_editor role because the roadmap_editor role is no longer used. In this case, you may experience a longer time for the upgrade to complete if your ServiceNow instance has a large number of users with the roadmap_editor role. For more information, see [KB1443618](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB1443618).
3. Configure lenses to enable portfolio plans.See [Configuring lens in Portfolio Planning](https://servicenow-prod.fluidtopics.net/kxmBLC4GQKBUFuJYK97e7w "Learn about lens structure and pre-defined lenses in Portfolio Planning so that you can configure a lens that represents your company's planning process.").

4. Integrate ServiceNow® Portfolio Planning with Project Portfolio Management (PPM).

   See [Portfolio Planning with Project Portfolio Management](https://servicenow-prod.fluidtopics.net/1D85wt9Jer3N00wZJFjgXQ "Facilitate execution of the work planned in Portfolio Planning in ServiceNow Project Portfolio Management (PPM) application.").
5. Configure Capacity Planning and generate resource capacity.See [Capacity configuration in Portfolio Planning](https://servicenow-prod.fluidtopics.net/UbxP78WydXbliR6nwTavug "Generate employee profiles for resources and map them with primary attributes to start capacity planning.").

6. Enable financial planning for epics and customise the Financials screen view.See [Configure financials for Portfolio Planning](https://servicenow-prod.fluidtopics.net/wP_jk8ZA8PqXB45K~zEuFQ "Configure the ServiceNow Internal integrations to view the financials for planning items in Portfolio Planning.").

{#configuring-portfolio-planning__ul_rkt_1kq_2qb}

## Guided Setup to configure Portfolio Planning {#configuring-portfolio-planning__section_smz_xxx_nrb}

Guided Setup provides a sequence of tasks to help you with the required configuration on your
ServiceNow instances. After installing Portfolio Planning,
navigate to AllPortfolio PlanningGuided Setup.

When you're configuring a task from the Guided Setup, you can
launch the in-app help for additional guidance by clicking the Show Help icon (![Show Help.]()).