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Activate Investment Funding

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Activate Investment Funding

You can activate the Investment Funding plugin (com.snc.investment_planning) if you have the admin role. This plugin activates related plugins if they are not already active.

Before you begin

Role required: admin

About this task

Investment Funding activates these related plugins if they are not already active.

Table 1. Plugins for Investment Funding
Plugin Description
Fiscal Calendar


Enables you to generate and manage different kinds of Fiscal calendars that are used in various financial applications.


Enables widgets on the dashboard pages.
Ag-Grid Components Plugin


Enables grid view.
Planned Task_v2


Enables task entities.

To use Investment Funding to fund your projects and demands, activate the Investment Funding for PPM plugin.


  1. Navigate to System Definition > Plugins.

    A banner appears to notify you that you are in the All Applications page, which contains plugins and ServiceNow Store applications.

    To redirect to the legacy list view for plugins, click the link.
    Legacy list banner
  2. Find the plugin using the filter criteria and search bar.

    You can search for the plugin by its name or ID.

    Figure 1. Finding a plugin
    Search for a plugin
    If you cannot find a plugin, you may have to request it from ServiceNow personnel. To request a plugin, follow the steps in Request a plugin.
  3. Activate the plugin.

    You can activate the plugin directly from the All Applications page or view more details about the plugin before activating it.

    • If you are certain that you have the correct plugin, click Install, and then click Activate in the dialog box that appears.
      Plugin dialog box
    • To view plugin details before activation:
      1. Click the plugin name.
      2. On the form, click the Activate/Update related link.
      3. On the dialog box that appears, review the dependent plugins.

        Dependent plugins must be activated to activate the plugin. If a dependent plugin is not already activated, it is activated when you activate the plugin.

      4. If demo data is available and you want to install it, click Load demo data.

        Some plugins include demo data, which are sample records that illustrate plugin features for common use cases. Load demo data when you first activate the plugin on a development or test instance. You can always load demo data later by clicking Load demo data only on the plugin form.

      5. Click Activate.
      Figure 2. Viewing plugin details before activation
      Activate a plugin