Components installed with Portfolio Planning

  • Release version: Xanadu
  • Updated August 1, 2024
  • 3 minutes to read

    • Several types of components are installed with activation of the Portfolio Planning application, including tables and user roles.

    Roles installed

    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
    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
    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.
    		 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 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.
    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
    Table 1. Scenario Planning roles
    Role title [name] Description Contains roles
    sn_align_ws.scenario_approver Can approve the scenarios for the portfolio. sn_align_core.apw_user
    Table 2. Portfolio Planning with PPM roles
    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 3. Capacity roles
    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 4. Financial planning roles
    Role title [name] Description Contains roles
    sn_align_ws.spw_financial_user
    • Can view financials, create cost plans and expense lines, create and compare financial baselines for planning items.
    • Can create, edit, and view financial values in scenario planning.
    		 None
    sn_align_ws.spw_funding_user Can view the financial widgets while comparing scenarios and approve a scenario with financial changes. sn_align_ws.spw_financial_user

    Tables installed

    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
    Table 5. Financials tables
    Table Description

    Investment Baselines

    [sn_invst_pln_invst_investment_baseline]

    		 Stores the information about the financial baselines.

    Investment Baseline Headers

    [sn_invst_pln_invst_investment_baseline_header]

    		 Stores all the information about financial baselines and the investment tables.

    Investment Budget

    [sn_invst_pln_invst_budget]    		 Stores the migrated budget information to work on lean budgeting at required time scope.

    Scenario item financial

    [sn_align_ws_scenario_item_financial]

    		 Stores the updated budget value of planning items from scenario planning in simulation mode.

    Scenario target

    [sn_align_ws_scenario_target]

    		 Stores the portfolio-level target budget in scenario planning.

    System properties installed

    Table 6. Portfolio Planning with PPM system properties
    Name Description

    com.sn_align_cmn_int.bulk_import
    • Type: Choice list
    • Default value: INSERT
    • Other possible values:
      • INSERT
      • <Value 2 name>:
    • Location: System Property [sys_properties] table
    • Learn more: Configure bulk import