Install Portfolio Planning

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • You can install the Portfolio Planning application (sn_align_ws) if you have the admin role.The application includes demo data and installs related ServiceNow® Store applications and plugins if they are not already installed.

    Avant de commencer

    • Ensure that the application and all of its associated ServiceNow Store applications have valid ServiceNow entitlements. For more information, see Get entitlement for a ServiceNow product or application.
    • Review the Portfolio Planning application listing in the ServiceNow Store for information on dependencies, licensing or subscription requirements, and release compatibility.

    Role required: admin

    Pourquoi et quand exécuter cette tâche

    The following items are installed with Portfolio Planning:
    • Roles
    • Tables

    For more information, see Components installed with Portfolio Planning.

    Procédure

    1. Navigate to All > System Applications > All Available Applications > All.
    2. Find the Portfolio Planning application (sn_align_ws) using the filter criteria and search bar.

      You can search for the application by its name or ID. If you cannot find the application, you might have to request it from the ServiceNow Store.

      In the list next to the Install button, the versions that are available to you are displayed.

    3. Select a version from the list and select Install.

      In the Review Installation Details dialog box, any dependencies installed with your application are listed.

    4. If you're prompted, follow the links to the ServiceNow Store to get any additional entitlements for dependencies.
    5. Facultatif : If demo data is available and you want to install it, select the Load demo data check box.
      Demo data comprises the sample records that describe application features for the common use cases. Load the demo data when you first install the application on a development or test instance.
    6. Select Install.

    Résultats

    The following components are installed with installation of the Portfolio Planning application:
    • Roles
    • Tables

    See Components installed with Portfolio Planning for more information.