--- 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 --- # Configure # Configuring Strategic Planning Workspace {#ariaid-title1} * Release version: Zurich * * Updated March 12, 2026 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read Learn about the process required to set up Strategic Planning to enable your product and portfolio managers start aligning their work with business goals and strategy. ## Configuration workflow {#setting-up-alignment-planner-workspace__section_sg1_gyx_nrb} Use the following steps as guidelines to set up Strategic Planning. Some of these steps require the admin role and some require the sn_align_core.apw_admin role. 1. [Install Strategic Planning](https://www.servicenow.com/docs/~Y_eQBbIxZ~90W_lgBVEpQ "Install the Strategic Planning application from ServiceNow Store if you have the admin role."). 2. Assign user roles.See the Roles installed table in [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."). Note: If you are upgrading from an older version to Strategic Planning v2.1.0 or higher, a fix script is run to remove the milestone_editor role from the roadmap_editor role because the roadmap_editor role is no longer used. In this case, you may experience a longer time for the upgrade to complete if your ServiceNow instance has a large number of users with the roadmap_editor role. For more information, see [KB1443618](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB1443618). 3. Configure lenses to enable your planning managers to create portfolio plans.See [Lens configuration in Strategic Planning](https://www.servicenow.com/docs/NCZDtmy~UjzTX8g5eiY1EA "Learn how to configure settings for planning items and add additional configuration for a lens in Strategic Planning so that you can set up lenses for your planning manager."). 4. Enable high-level planning for tables that are not enabled by default.See [High-level planning configuration in Strategic Planning](https://www.servicenow.com/docs/uaTIAN6hhXuLNNMO6h08NA "If your planning managers need high-level planning enabled for items other than the default ones, you need to update the configuration for lens entities and portfolio plans."). 5. Validate your configuration for lens, planning items, portfolio plans, high-level planning, and others.See [Strategic Planning diagnostics](https://www.servicenow.com/docs/juwNdPcuyMwWneo3m49BNA "Run diagnostic scans to identify and fix errors in the configuration and other common settings for Strategic Planning before your planning managers prioritize and roadmap work for their portfolio plans."). 6. Configure Prioritization and Roadmap display settings.See [Prioritization display settings in Strategic Planning](https://www.servicenow.com/docs/AmEo~K1dWfrcOKnhCubBWg "Configure the way data is shown on the Prioritization tab of the workspace so that your planning managers view the information that is relevant for them."). 7. Configure Feedback and manage your feedback and product ideas. See [Configuring Feedback application in Strategic Planning](https://www.servicenow.com/docs/Nwy3eWNhIFZwZEL0QoVp6A "Configure Feedback application with other applications to submit your feedback."). 8. Integrate Strategic Planning with a ServiceNow® execution system of your choice. This integration enables you to plan in Strategic Planning and execute in your chosen app. See [Configuring Strategic Planning with PPM, Agile 2.0, and SAFe](https://www.servicenow.com/docs/pRlg8GgtbPb2ROpSG3OZBw "Understand the process required to set up Strategic Planning to work with Agile Development 2.0, Scaled Agile Framework, Next Experience for Demand Management, and Project Portfolio Management.") and [Configuring Feedback application in Strategic Planning](https://www.servicenow.com/docs/Nwy3eWNhIFZwZEL0QoVp6A "Configure Feedback application with other applications to submit your feedback."). 9. Migrate your existing goals to Strategic Planning and configure goal preferences. See [Configuring goals in Strategic Planning](https://www.servicenow.com/docs/SxDOdx8lJ6TgdmJCRnIngA "To define and manage goals in Strategic Planning, you must perform some initial administrative tasks for the workspace to be fully functional. The data displayed in the goals view in Strategic Planning is stored in the Goal Framework tables."). 10. Configure Capacity Planning and generate resource capacity.See [Capacity configuration in Strategic Planning](https://www.servicenow.com/docs/5ORMCPFYkVsxeJFFn1Y1lw "Generate employee profiles for resources and map them with primary attributes to start capacity planning."). 11. Enable financial planning for epics and customise the Financials screen view.See [Configure financials for planning items in Strategic Planning](https://www.servicenow.com/docs/pqVVo6b7_BbCkw5L8U49sQ "Configure the ServiceNow Internal integrations to view the financials for planning items in Strategic Planning."). {#setting-up-alignment-planner-workspace__ul_rkt_1kq_2qb} ## Guided Setup to configure Strategic Planning {#setting-up-alignment-planner-workspace__section_smz_xxx_nrb} Guided Setup provides a sequence of tasks to help you with the required configuration on your ServiceNow instances. After [installing Strategic Planning](https://www.servicenow.com/docs/~Y_eQBbIxZ~90W_lgBVEpQ "Install the Strategic Planning application from ServiceNow Store if you have the admin role."), navigate to AllStrategic PlanningGuided Setup. When you're configuring a task from the Guided Setup, you can launch the in-app help for additional guidance by clicking the Show Help icon (![Show Help.]()). *[\>]: and then