Thank you for your feedback.
Form temporarily unavailable. Please try again or contact docfeedback@servicenow.com to submit your comments.

Activate Project Portfolio Suite with Financials

Log in to subscribe to topics and get notified when content changes.

Activate Project Portfolio Suite with Financials

An administrator can activate Project Portfolio Suite with Financials (com.snc.financial_planning_pmo) plugin.

Before you begin

Role required: admin

About this task

The Project Portfolio Suite with Financials is the basic plugin for the application.

To use the PMO (Project Management Office) dashboard for PPM, you can activate the Performance Analytics – Content Pack – Project Portfolio Suite with Financials (com.snc.pa.pmo_dashboards) plugin.

To use Investment Funding for PPM, you can activate the Investment Funding for PPM plugin (com.snc.investment_planning_pmo).

Procedure

  1. Navigate to System Definition > Plugins.

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

    Note:
    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. 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 you can view more details about the plugin before you activate it.

    • If you are certain that you have the correct plugin, click Install, and when you see the dialog box, click Activate.
      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. In the dialog box, review the dependent plugins.

        If your plugin requires dependent plugins, they are activated automatically when you activate your plugin if they are not active already.

      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 describe 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.
Feedback