--- 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 --- # Components installed with Portfolio Planning # Components installed with Portfolio Planning {#ariaid-title1} * Release version: Yokohama * * Updated January 30, 2025 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read Several types of components are installed with activation of the Portfolio Planning application, including tables and user roles. ## Roles installed {#installed-with-portfolio-planning__section_wly_yyh_wdb} {#installed-with-portfolio-planning__table_u1t_gb1_wdb__entry__3} | 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 {#installed-with-portfolio-planning__ul_g31_bq4_2qb} | | 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 {#installed-with-portfolio-planning__ul_kk2_jq4_2qb} | | 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. {#installed-with-portfolio-planning__ul_mf2_y4k_bzb} | 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 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. {#installed-with-portfolio-planning__ul_uyc_hxn_hvb} 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 {#installed-with-portfolio-planning__ul_xdj_ql2_gyb} | [ ] {#installed-with-portfolio-planning__table_u1t_gb1_wdb} {#installed-with-portfolio-planning__table_xrh_dq3_fdc__entry__3} | Role title \[name\] | Description | Contains roles | |-|-|-| | sn_align_ws.scenario_approver | Can approve the scenarios for the portfolio. | sn_align_core.apw_user | [Table 1. Scenario Planning roles] {#installed-with-portfolio-planning__table_xrh_dq3_fdc} {#installed-with-portfolio-planning__table_thr_jq3_fdc__entry__3} | 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 2. Portfolio Planning with PPM roles] {#installed-with-portfolio-planning__table_thr_jq3_fdc} {#installed-with-portfolio-planning__table_gnq_qq3_fdc__entry__3} | 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 3. Capacity roles] {#installed-with-portfolio-planning__table_gnq_qq3_fdc} {#installed-with-portfolio-planning__table_n5v_r51_fdc__entry__3} | Role title \[name\] | Description | Contains roles | |-|-|-| | sn_align_ws.spw_financial_user | * Can view financials, create cost plans and expense lines, create and compare financial baselines for planning items. * Can create, edit, and view financial values in scenario planning. {#installed-with-portfolio-planning__ul_bqg_twy_dfc} | None | | sn_align_ws.spw_funding_user | Can view the financial widgets while comparing scenarios and approve a scenario with financial changes. | sn_align_ws.spw_financial_user | [Table 4. Financial planning roles] {#installed-with-portfolio-planning__table_n5v_r51_fdc} ## Tables installed {#installed-with-portfolio-planning__section_ikf_1js_cwb} {#installed-with-portfolio-planning__table_jkf_1js_cwb__entry__2} | 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 | [ ] {#installed-with-portfolio-planning__table_jkf_1js_cwb} {#installed-with-portfolio-planning__table_erv_tw1_fdc__entry__2} | Table | Description | |-|-| | Investment Baselines \[sn_invst_pln_invst_investment_baseline\] | Stores the information about the financial baselines. | | Investment Baseline Headers \[sn_invst_pln_invst_investment_baseline_header\] | Stores all the information about financial baselines and the investment tables. | | Investment Budget \[sn_invst_pln_invst_budget\] | Stores the migrated budget information to work on lean budgeting at required time scope. | | Scenario item financial \[sn_align_ws_scenario_item_financial\] | Stores the updated budget value of planning items from scenario planning in simulation mode. | | Scenario target \[sn_align_ws_scenario_target\] | Stores the portfolio-level target budget in scenario planning. | [Table 5. Financials tables] {#installed-with-portfolio-planning__table_erv_tw1_fdc} ## System properties installed {#installed-with-portfolio-planning__section_j2f_t3m_fwb} {#installed-with-portfolio-planning__table_k2f_t3m_fwb__entry__2} | Name | Description | |-|-| | com.sn_align_cmn_int.bulk_import | * Type: Choice list * Default value: INSERT * Other possible values: * INSERT * \: {#installed-with-portfolio-planning__ul_m2f_t3m_fwb} * Location: System Property \[sys_properties\] table * Learn more: [Configure bulk import](https://www.servicenow.com/docs/wDklD2jmmEiyz4qhR7GzHA "This system property enables you to update the bulk import functionality in Strategic Planning with PPM, Agile 2.0, and SAFe.") {#installed-with-portfolio-planning__ul_l2f_t3m_fwb} | [Table 6. Portfolio Planning with PPM system properties] {#installed-with-portfolio-planning__table_k2f_t3m_fwb}