---
title: Configure portfolio financials in Portfolio Planning
description: Configuration details for properties and scheduled jobs to view and manage portfolio financials in Portfolio Planning
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/config-portfolio-fin-ppw.html
release: australia
product: Portfolio Planning
classification: portfolio-planning
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Configure, Portfolio Planning, Strategic Portfolio Management]
---

# Configure portfolio financials in Portfolio Planning

Configuration details for properties and scheduled jobs to view and manage portfolio financials in Portfolio Planning

## Before you begin

Role required: admin

## Procedure

1.  Enable integration for an internal planning item type.

    For more information, see [Enable integration for internal planning item](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/fin-enable-integration-planning-item-ppw.md).

2.  Activate the investment entities for Demands and Projects.

    For more information, see [Activate investment entities for planning items](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/fin-activate-investment-entities-ppw.md).

3.  Enable the roll up system property to true to view financials.

    For more information, see [Rollup property to view portfolio financials](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/fin-activate-system-rollup-prop-ppw.md).

4.  Activate the data generation scheduled job to view portfolio financials.

    For more information, see [Scheduled job to generate data to view portfolio financials](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/fin-data-generation-scheduled-job-ppw.md).