Configuring Portfolio Planning with PPM

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

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

    Configuration workflow

    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.
    2. Generate default mapping configurations.
    3. Create custom mapping configurations.

    Guided Setup

    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 Planning > Guided Setup.