---
title: Configuring Portfolio Planning with PPM
description: Understand the process required to set up Portfolio Planning to work with ServiceNow Project Portfolio Management.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/configuring-portfolio-planning-with-ppm.html
release: australia
product: Portfolio Planning
classification: portfolio-planning
topic_type: concept
last_updated: "2026-03-12"
reading_time_minutes: 1
keywords: [alignment planner workspace, portfolio planning workspace, portfolio planner, strategic planner, strategic planning workspace]
breadcrumb: [Configure, Portfolio Planning, Strategic Portfolio Management]
---

# Configuring Portfolio Planning with PPM

Understand the process required to set up Portfolio Planning to work with ServiceNow® Project Portfolio Management.

## Configuration workflow

Use the following steps as guidelines for your Portfolio Planning with Project Portfolio Management \(PPM\) setup process. Some of these steps require the admin role \(sn\_align\_core.apw\_admin\) and some require the user role \(sn\_align\_core.apw\_user\).

1.  [Create an alignment integration](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/create-alignment-integration-ppw.md).
2.  [Generate default mapping configurations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/generate-mapping-configurations-ppw.md).
3.  [Create custom mapping configurations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/generate-custom-mapping-configurations-ppw.md).

## Guided Setup

After installing Portfolio Planning, you can use the guided setup to help you with the required configuration. To open the guided setup, navigate to **Portfolio Planning** > **Guided Setup**.