Configuring Portfolio Planning with PPM
concept australia Updated Sep 10, 2026 1 min read configuring-portfolio-planning-with-ppm.md
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).
- Create an alignment integration.
- Generate default mapping configurations.
- 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.
Keywords alignment planner workspaceportfolio planning workspaceportfolio plannerstrategic plannerstrategic planning workspace
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--- title: Configuring Portfolio Planning with PPM description: Understand the process required to set up Portfolio Planning to work with ServiceNow Project Portfolio Management. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/configuring-portfolio-planning-with-ppm.html release: australia product: Portfolio Planning classification: portfolio-planning topic_type: concept last_updated: "2026-09-10" reading_time_minutes: 1 keywords: [alignment planner workspace, portfolio planning workspace, portfolio planner, strategic planner, strategic planning workspace] breadcrumb: [Configure, Portfolio Planning, Strategic Portfolio Management] --- # Configuring Portfolio Planning with PPM 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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/create-alignment-integration-ppw.md). 2. [Generate default mapping configurations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/generate-mapping-configurations-ppw.md). 3. [Create custom mapping configurations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/generate-custom-mapping-configurations-ppw.md). ## 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**.
| title | Configuring Portfolio Planning with PPM |
| description | Understand the process required to set up Portfolio Planning to work with ServiceNow Project Portfolio Management. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/configuring-portfolio-planning-with-ppm.html |
| release | australia |
| product | Portfolio Planning |
| classification | portfolio-planning |
| topic_type | concept |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| keywords | alignment planner workspaceportfolio planning workspaceportfolio plannerstrategic plannerstrategic planning workspace |
| breadcrumb | ConfigurePortfolio PlanningStrategic Portfolio Management |