What plugins do I need to install to use Strategic Portfolio Management in my PDI?

MarkPenn
Tera Contributor

My instance, dev110004.service-now.com, appears to have only the App Engine Studio installed.  I do not see any Application Portfolio Management, ITBM, or Strategic Portfolio Management plugins to install.  What am I missing?

Thank you,

1 ACCEPTED SOLUTION

Allen Andreas
Administrator
Administrator

Hi,

Once you've logged into your instance, if you navigate to System Definition > Plugins (be advised it takes like 2 minutes for the list to finish loading), you can search your respective plugins/application and install as needed such as:

find_real_file.png

SPM is made up of several plugins/applications and so you'd activate whatever piece you're working with.

Please mark reply as Helpful/Correct, if applicable. Thanks!


Please consider marking my reply as Helpful and/or Accept Solution, if applicable. Thanks!

View solution in original post

6 REPLIES 6

Allen Andreas
Administrator
Administrator

Hi,

Once you've logged into your instance, if you navigate to System Definition > Plugins (be advised it takes like 2 minutes for the list to finish loading), you can search your respective plugins/application and install as needed such as:

find_real_file.png

SPM is made up of several plugins/applications and so you'd activate whatever piece you're working with.

Please mark reply as Helpful/Correct, if applicable. Thanks!


Please consider marking my reply as Helpful and/or Accept Solution, if applicable. Thanks!

MarkPenn
Tera Contributor

Thank you for your quick reply.  I must not be in the right place or something.  When I log into the PDI, I am a user called Creator, and it defaults to the App Engine Studio like this.

find_real_file.png

MarkPenn
Tera Contributor

If I log into the developer site as me, I can activate plugins, but only a few as follows.  They are not portfolio-related.

find_real_file.png

 

MarkPenn
Tera Contributor

A colleague of mine and I figured it out.  The PDI assigned the user a role of App Engine Studio Creator, when it needed to be Admin.  That's why the PDI URL was automatically pushing me to the App Engine URL.  For anyone else having this issue, navigate to My Profile-Instance Action-Change User Role.  Click Admin and then Change User Role.  When you refresh the URL, you should see a different UI, where you can install plugins as Allen Andreas said in his reply.