Project Portfolio Suite with Financials

The ServiceNow® Project Portfolio Suite with Financials integrates Financial Management and Project Portfolio Suite.

Project Portfolio Suite with Financials automatically activates Financial Management if it is not already active.

The integration enables project and portfolio managers to do the following:
  • Determine overall cost requirements for all demands and projects in portfolios
  • Establish resource requirements and track the costs for demands and projects
  • Track actual amounts spent compared to an approved budget

Upgrades and new customers

Customers who already have Project Portfolio Suite can upgrade to Project Portfolio Suite with Financials. New customers must purchase Project Portfolio Suite with Financials.

Project Portfolio Suite with Financials applications

Project Portfolio Suite with Financials installs Financial Management and Project Portfolio suite. The following diagram illustrates the different applications that are available.

Figure 1. Applications installed with Project Portfolio Suite with Financials
Application installed with Project Portfolio Suite with Financials

Project Portfolio Suite with Financials additions

Project Portfolio Suite with Financials adds the portfolio workbench, which is what you can use to perform all aspects of financial planning. You can also perform financial planning and budgeting using UI actions on related lists, but the workbench is the preferred method. See Portfolio workbench for more information. See Plan the portfolio for more information on how to plan end-to-end finances for project and portfolios, including tracking actual costs and creating budgets as part of the Financial Management application.