Components installed with Portfolio Planning

  • Release version: Australia
  • Updated March 12, 2026
  • 3 minutes to read

    • Several types of components are installed with activation of the Portfolio Planning application, including tables and user roles.

    Roles installed

    Role title [name] Description Contains roles
    Portfolio Planning admin

    [sn_align_core.apw_admin]

    		 Can access all the modules in the Portfolio Planning application
    • it_portfolio_manager
    • sn_align_core.apw_user
    • view_changer
    Portfolio Planning user

    [sn_align_core.apw_user]

    Can create, update, and delete portfolio plans, free-form roadmaps, and planning items.

    This role can be given to users such as portfolio or product managers, business unit leads, and other planning personas.
    • sn_align_cmn_int.user
    • sn_milestones.milestone_editor
    sn_align_core.ap_read_only
    • Can view portfolio plans and free-form roadmaps that are shared with them.
    • Can add notes, comments, or attachments to portfolio plans and roadmaps that are shared with them.
    • Can create, edit, and delete portfolio plan views and free-form roadmap views.
      Note:
      Only the owner can edit or delete a portfolio plan view or a free-form roadmap view.
    		 sn_milestones.milestone_viewer
    Milestones editor

    [sn_milestones.milestone_editor]

    		 Can create, update, and delete milestones on the roadmap. sn_milestones.milestone_viewer
    Milestones viewer

    [sn_milestones.milestone_viewer]

    		 Can view milestones on the roadmap. None
    Business stakeholder

    [business_stakeholder]
    • Can create and update portfolio plans and free-form roadmaps.
    • Can add notes, comments, or attachments to portfolio plans and roadmaps that are shared with them.
    • Can fill out the assessments for scoring and reviews demands before they are approved.
    • Can personalize the roadmaps.
    • Can view generated resource capacity for planning items in the Capacity Planning screen.
    • Can view goals and related records using the platform view.
    Note:
    Users with this role do not have access to create or edit any roadmap items.
    • sn_align_core.ap_read_only
    • sn_align_ws.spw_capacity_read
    • sn_gf.goal_user_read
    Table 1. Scenario Planning roles
    Role title [name] Description Contains roles
    sn_align_ws.scenario_approver Can approve the scenarios for the portfolio. sn_align_core.apw_user
    Table 2. Portfolio Planning with PPM roles
    Role title [name] Description Contains roles

    Portfolio Planning integrations user

    [sn_align_cmn_int.user]

    Imports, exports, and manages planning items between Portfolio Planning and PPM.

    		 connection_admin
    Table 3. Capacity roles
    Role title [name] Description Contains role
    sn_align_ws.spw_capacity_user Can generate resource capacity details. sn_align_ws.spw_capacity_read
    sn_align_ws.spw_capacity_read Can view resource capacity details. None
    Table 4. Financial planning roles
    Role title [name] Description Contains roles
    sn_align_ws.spw_financial_user Create cost plans and expense lines for planning items. None
    Table 5. RIDAC roles
    Role title [name] Description Contains roles
    RIDAC reader

    [sn_align_ws.ridac_read_only]

    		 Can view RIDAC (Risk, Issue, Decision, Action, Change request) items on planning items. None
    RIDAC user

    [sn_align_ws.ridac_user]

    		 Can create, update, and delete RIDAC (Risk, Issue, Decision, Action, Change request) items on planning items. None

    Tables installed

    Table Description

    Alignment Integration

    [sn_align_cmn_int_integrations_setup]

    		 Stores data of integration information for your ServiceNow instance

    Choice Map

    sn_align_cmn_int_choice_map

    		 Stores choice map relationships between fields of planning items of Portfolio Planning and PPM

    Demand

    [sn_align_core_demand]

    		 Stores records created with Demand planning item type.

    Dependency

    [sn_align_core_dependency]

    		 Stores data of dependencies between roadmap items.

    Field Map

    [sn_align_cmn_int_field_map]

    		 Stores field map relationships between planning items of Portfolio Planning and PPM

    Import Request

    [sn_align_cmn_int_import_request]

    		 Stores imports requests from Portfolio Planning to PPM

    Instance Mapping

    [sn_align_cmn_int_instance_mapping]

    		 Stores mapping information between instances

    Integration Error

    [sn_align_cmn_int_integration_error]

    		 Stores errors for integration between Portfolio Planning and PPM

    Integration Mapping

    [sn_align_cmn_int_integration_mapping]

    		 Stores Integration mappings between Portfolio Planning and PPM

    Lens

    [sn_align_core_lens]

    		 Stores data of the lens configuration.

    Lens structure

    [sn_align_core_lens_structure]

    		 Stores data of lens entities and the relationship between them for different lenses.

    Planning Item

    [sn_align_core_planning_item]

    		 Stores the data of all planning item types.

    Portfolio plan

    [sn_align_ws_portfolio_plan]

    		 Stores data of portfolio plans.

    Project

    [sn_align_core_project]

    		 Stores records created with Project planning item type.

    Roadmap configuration

    [sn_align_ws_roadmap_configuration]

    		 Stores the configuration data for tables that are used to create portfolio roadmaps and free-form roadmaps.

    Table Map

    sn_align_cmn_int_table_map

    		 Stores table mapping relationships between planning items in Portfolio Planning and PPM

    Scheduled jobs installed

    Scheduled job Description
    Update planning item on RIDAC tables Populates the planning item field on RIDAC records that were created before the RIDAC feature introduced in Portfolio Planning was installed. This job ensures legacy RIDAC records appear correctly in related lists and reports.

    System properties installed

    Table 6. Portfolio Planning with PPM system properties
    Name Description

    com.sn_align_cmn_int.bulk_import
    • Type: Choice list
    • Default value: INSERT
    • Other possible values:
      • INSERT
      • <Value 2 name>:
    • Location: System Property [sys_properties] table
    • Learn more: Configure bulk import