Configuring Strategic Planning with PPM, Agile 2.0, and SAFe

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Understand the process required to set up Strategic Planning to work with Agile Development 2.0, Scaled Agile Framework, and Project Portfolio Management.

    Configuration workflow

    Use the following steps as guidelines for your Strategic Planning with PPM, Agile 2.0, and SAFe 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
    2. Generate default mapping configurations
    3. Create custom mapping configurations (Optional)

    Guided Setup

    After installing Strategic Planning, you can use the guided setup to help you with the required configuration. To open the guided setup, navigate to Strategic Planning > Guided Setup.