Import records to Portfolio Planning Workspace

---
title: Import records to Portfolio Planning Workspace
description: Import records from Project Portfolio Management, after the relevant table maps, fields maps, and choice maps are configured.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/import-planning-items-to-ppw.html
release: australia
product: Portfolio Planning
classification: portfolio-planning
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Execute work in PPM, Portfolio Planning, Strategic Portfolio Management]
---

# Import records to Portfolio Planning Workspace

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

## Before you begin

Role required: sn\_align\_core.apw\_admin

## Procedure

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.

    \[Omitted image "create-import-request.png"\] Alt text: Fill in the dates to import records.

5.  Select **OK**.

    **Note:** Records that have been created within the specified dates will be imported.