Portfolio Planning with Project Portfolio Management

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Facilitate execution of the work planned in Portfolio Planning in ServiceNow Project Portfolio Management (PPM) application.

    While planning personas like portfolio managers or product owners use Portfolio Planning to align their plans with the business objectives, execution teams can use PPM to deliver work on the planned projects and demands.

    Figure 1. Portfolio Planning integration with ServiceNow® Project Portfolio Management
    The real-time bi-directional sync of information between Portfolio Planning and PPM.

    Key benefits of Portfolio Planning with PPM

    • View available PPM planning items in Portfolio Planning.
    • Import planning items from PPM to Portfolio Planning.
    • Export planning items from Portfolio Planning to PPM.
    • Synchronize updates for linked planning items of Portfolio Planning with PPM.
    • Track the progress of the linked planning items in Portfolio Planning.

    To get started on integrating Portfolio Planning with PPM, see Configuring Portfolio Planning with PPM.