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

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Install Strategic Planning

# Install Strategic Planning {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Install the Strategic Planning application from ServiceNow Store if you have the admin role.

## Before you begin

Ensure that the application and all of its associated store applications have valid
ServiceNow entitlements. For more information, see [Get entitlement for a ServiceNow product or application](https://store.servicenow.com/$appstore.do#!/store/help?article=KB0030186).

Role required: admin

## Procedure

1. Navigate to System ApplicationsAll Available ApplicationsAll. {#install-alignment-planner-workspace__step_activate_plugin_nav}
{#install-alignment-planner-workspace__step_activate_plugin_nav}
2. Find the Strategic Planning application using the filter criteria and search bar.  
   You can search for the application by its name or ID (sn_apw_advanced). If
   you cannot find an application, you may have to request it from ServiceNow store.
3. Click Install.
4. In the Application installation dialog box, review the application dependencies.  
   If your application requires other applications, install them first if they
   are not already installed. Installing your application also automatically
   installs the dependent applications or plugins if they are not installed
   already.
5. If you want to install demo data, click Load demo data.  
   Demo data includes sample records that describe application features for common use cases. Load demo data when you first install the application on a development or test instance.
6. Click Install.
{#install-alignment-planner-workspace__steps-install-store-apps}

## Result

The following components are installed with installation of the Strategic Planning application:

* Roles
* Tables
{#install-alignment-planner-workspace__ul_wwr_bg5_plb}

See [Components installed with Strategic Planning Workspace](https://www.servicenow.com/docs/hlrHPqCtCsKF~YR5IsDh4g "Several types of components are installed with installation of the Strategic Planning application, such as user roles, tables, scheduled jobs, system properties, and custom scripts.")
for more information.

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