Configuration modules

The console groups setup items into the modules listed in this topic. The modules that a system administrator sees depend on the Strategic Portfolio Management (SPM) applications licensed for the instance. The order of modules shown here matches the order in which the console displays them.

Common setup

Items shared across SPM applications, including organization structure data and analytics activation.

Table 1. Common setup items
Module	Configuration item	Description
Define organization structure	Set up business units	Define the top level of your organization structure with business units. SPM tables reference business units to filter and segment data automatically, drive hierarchy-based workflows and approvals, generate aligned reports, and simplify access control.
Define organization structure	Set up departments	Define organizational subdivisions within your business units. SPM tables reference departments alongside business units to filter data, drive workflows, generate aligned reports, and simplify access control.
Reporting setup	Activate performance analytics jobs	Activate the Performance Analytics scheduled job that powers Project Portfolio Management (PPM) dashboards and indicators.

Demand Management

Items that configure demand management user roles, intake channels, and the demand form. Sub-modules group related items under the Demand Management module.

Table 2. Demand Management items
Module	Configuration item	Description
Setup user roles	Users	Manage users that have access to Demand Management. For more information, see Demand Management users.
Setup user roles	Groups	Manage groups that have access to Demand Management. For more information, see Demand Management users.
Configure demand intake channels	Service Catalog	Configure catalog items that let users submit demands through the Service Catalog. Catalog items are preconfigured for all users; edit them in Catalog Builder. For more information, see Service Catalog.
Configure demand intake channels	Demand form	Customize the demand form used by demand users. Use Form Builder to add or remove fields and adjust the layout. For more information, see Forms.
Demand management	Configure demand playbooks	Review the default demand playbooks for demand managers and demand users. Customize them in Workflow Studio to define stages, activities, approval flows, and state transitions. For more information, see Playbooks in Next Experience for Demand Management.
Demand Management	Advanced settings	Access advanced Demand Management settings, including assessment metric categories used to evaluate demands. For more information, see View an assessment metric category.

Project Management

Items that configure project management, including user roles, project types, templates, schedules, and advanced settings. Sub-modules group related items under the Project Management module.

Table 3. Project Management items
Module	Configuration item	Description
Setup user roles	Users	Manage users that have access to project management. For more information, see Project Management user roles.
Setup user roles	Groups	Manage groups that have access to project management. For more information, see Project Management user roles.
Setup project types	Setup dynamic categories	Define dynamic categories and attributes in the Default SPM Dynamic Namespace to add custom fields, such as Boolean, Date, or Integer, to projects and other planning items.
Setup project types	Setup form views	Customize the project form used by project managers and project users. Use Form Builder to add or remove fields and adjust the layout. For more information, see ../../project-management/reference/create-a-project-form.html.
Setup project types	Project types	Define project types to apply distinct workflows, approval flows, and field requirements to different categories of projects. Assign project types to specific projects, portfolios, or departments.
Project Management	Configure Project Playbooks	Review the default project playbooks (Project default and Stage gate default) and customize them in Workflow Studio to match your project management methodology. For more information, see Use Playbooks in Project Workspace.
Project Management	Setup project templates	Create reusable project templates as starting points for new projects to ensure consistency and reduce setup time. For more information, see Project templates.
Project Management	Setup status report templates	Define status report templates that project managers use to communicate project progress. For more information, seeStatus reports.
Project Management	Setup project schedules	Define working days and hours used to estimate project timelines. The default Project Management Schedule applies to all projects and does not include holidays; create custom schedules to add holidays or different working calendars. For more information, see Project Schedules.
Project Management	Advanced settings	Access advanced project management settings such as budgets, forecasts, widgets, diagnostics, planning attributes, time sheet policies, and risk value matrixes. For more information, see Project Diagnostics.

Resource Management

Items that configure resource management through the Resource Management guided setup wizard.

Table 4. Resource Management items
Module	Configuration item	Description
Resource Management	Resource Management guided setup	Launch the Resource Management guided setup to configure resource planning and allocation. The wizard walks through resource pools, capacity planning, skill definitions, and allocation settings.

Financials

Items related to system currency, fiscal calendar setup, and cost type definitions. The Financials module surfaces items directly and through the Setup fiscal calendar sub-module.

Table 5. Financials items
Module	Configuration item	Description
Financials	Configure system currency	Set the default system currency by updating the `glide.system.locale` system property. A blank Value field defaults to USD.
Setup fiscal calendar	Generate fiscal calendar	Generate the fiscal calendar that defines fiscal periods for fund requests and allocations. The calendar type drives funding frequency, such as monthly or quarterly, and can't change after funds have been allocated to a period.
Setup fiscal calendar	Review fiscal periods	Review the years, quarters, and months created by your fiscal calendar. Each period shows start and end dates, parent period relationships, and type. Select Validate Periods to confirm the configuration.
Financials	Review/Setup Cost type definitions	Review default cost types and create custom cost types to match your organization's financial tracking. Retain or replace the Labor cost types to keep resource management working.

Strategic Planning and Portfolio Planning

Items that configure Strategic Planning and Portfolio Planning capabilities, including the guided setup wizard and demand playbooks.

Table 6. Strategic and Portfolio Planning items
Module	Configuration item	Description
Strategic and Portfolio Planning	Set up Strategic Planning or Portfolio Planning	Launch the Strategic Planning or Portfolio Planning guided setup to configure planning capabilities in your SPM environment. The wizard walks you through integrations, alignment settings, portfolio structures, and planning settings, and you can run it multiple times as your configuration needs evolve.

Enterprise-Wide Deployment

Items that govern multi-partition deployment of Strategic Portfolio Management (SPM).

Table 7. Enterprise-Wide Deployment items
Module	Configuration item	Description
Partitions	Set up partitions	Define data visibility boundaries for teams on the same instance. Create a partition for each function such as team, business unit, or department that requires separate access to project, demand, program, or portfolio records. For more information, see Create and configure a partition.