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Execute work in PPM › Portfolio Planning › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Import records to Portfolio Planning Workspace

Import records from Project Portfolio Management, after the relevant table maps, fields maps, and choice maps are configured.

Before you begin

Role required: sn_align_core.apw_admin

Procedure

  1. Navigate to All > Portfolio Planning > Integrations.

  2. Select ServiceNow Internal Alignment Integration record.

  3. Click Import.

  4. On the Create Import Request form, fill in the date range for importing the records.

Image omitted: create-import-request.png
Fill in the dates to import records.

  1. Select OK.

    Note: Records that have been created within the specified dates will be imported.