Customer Project Management

Customer Service Management provides an integration with the Project Portfolio Suite with Financials application. This integration, Customer Project Management, enables customers to manage complex projects with multiple tasks and provide end users with visibility into these projects.

Customers can use this integration to create projects and project tasks for their customer accounts. Customers can also provide end users with visibility into their projects and tasks from the Customer Service Portal and enable them to take additional actions.

Plugin

Users with the system administrator role can activate the Customer Project Management plugin (com.snc.csm_ppm).

Note: This plugin requires the Customer Service plugin (com.sn_customerservice) and the Project Portfolio Suite with Financials plugin (com.snc.financial_planning_pmo).

The Customer Project Management plugin adds the Customer Service > Projects module to the application navigator. Users with the customer project manager role can access this module.