Configure portfolio financials in Strategic Planning

---
title: Configure portfolio financials in Strategic Planning
description: Configuration details for properties and scheduled jobs to view and manage portfolio financials in Strategic Planning
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/scenario-planning-in-spw/config-portfolio-fin-spw.html
release: australia
product: Scenario Planning in SPW
classification: scenario-planning-in-spw
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Configure, Portfolio Planning in Strategic Planning Workspace, Strategic Planning, Strategic Portfolio Management]
---

# Configure portfolio financials in Strategic Planning

Configuration details for properties and scheduled jobs to view and manage portfolio financials in Strategic Planning

## Before you begin

Role required: admin

## Procedure

1.  Enable integration for an internal planning item type.

    For more information, see [Generate default mapping configurations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/generate-default-mapping-configurations.md).

2.  Activate the investment entities for Demands, Projects, and Epics.

    For more information, see [Activate investment entities for planning items](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/fin-activate-investment-entities-spw.md).

3.  Enable the roll up system property to true to view financials.

    For more information, see [Activate rollup property view portfolio financials](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/fin-activate-system-rollup-prop-spw.md).

4.  Activate the data generation scheduled job to view portfolio financials.

    For more information, see [Activate a scheduled job to generate data to view portfolio financials](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/fin-data-generation-scheduled-job-spw.md).