Import records to Portfolio Planning Workspace

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Import records from Project Portfolio Management, after the relevant table maps, fields maps, and choice maps are configured.

    Antes de Iniciar

    Role required: sn_align_core.apw_admin

    Procedimento

    1. Navigate to All > Portfolio Planning > Integrations.
    2. Select ServiceNow Internal Alignment Integration record.
    3. Click Import.
    4. On the Create Import Request form, fill in the date range for importing the records.
      Figura 1. Create Import Request
      Fill in the dates to import records.
    5. Select OK.
      Nota:
      Records that have been created within the specified dates will be imported.