---
sourceDocument: Yokohama Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/it-business-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Configuring Portfolio Planning with PPM

# Configuring Portfolio Planning with PPM {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Understand the process required to set up Portfolio Planning to work with
ServiceNow®
Project Portfolio Management.

## Configuration workflow {#configuring-portfolio-planning-with-ppm__section_dqy_3g3_s6b}

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://www.servicenow.com/docs/p2ltXPX9JkZDe1iRSyekWA "Internal alignment integration synchronizes internal processes and data to support Strategic Portfolio Management, confirming that planning and execution are aligned with business objectives through real-time bi-directional synchronization with applications such as Project Portfolio Management, Agile Development 2.0, and Scaled Agile Framework (SAFe).").
2. [Generate default mapping configurations](https://www.servicenow.com/docs/Pwiq5xSirNgSIw4R~slVRA "Generate default mapping configurations to create table maps for Project Portfolio Management (PPM).").
3. [Create custom mapping configurations](https://www.servicenow.com/docs/Ei_EyAvEbfn86sEtK8qIwg "Create mapping configurations for planning items that are not created by default such as features, stories, etc.").
{#configuring-portfolio-planning-with-ppm__ol_rdw_ng3_s5b}

## Guided Setup {#configuring-portfolio-planning-with-ppm__section_axw_fmk_v5b}

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 PlanningGuided Setup.

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