PPM Standard (Project Portfolio Management)

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • The ServiceNow® PPM Standard, earlier known as Project Portfolio Suite with Financials, application integrates Financial Management and Project Portfolio Management.

    PPM Standard automatically activates Financial Management if it is not already active.

    The integration enables project and portfolio managers to perform the following activities:
    • Determine overall cost requirements for all demands and projects in portfolios
    • Establish resource requirements and track 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 with Financials can upgrade to PPM Standard. New customers must purchase PPM Standard.

    PPM Standard applications

    The PPM Standard plugin installs Financial Management and Project Portfolio Suite. The following diagram illustrates the applications that are available.

    Figure 1. Applications installed with PPM Standard
    Application installed with Project Portfolio Management Standard

    PPM Standard additions

    You can perform financial planning and budgeting using UI actions on related lists.

    Get started with project management

    PPM Standard provides comprehensive capabilities for project planning and execution. Use the following topics to get started:

    • Project creation and planning: Create projects, define work breakdown structures, set milestones, and plan timelines. See the Project Management documentation.
    • Resource management: Allocate resources to projects, manage capacity, and track utilization. See Resource Management Workspace.
    • Portfolio management: Prioritize demands, manage portfolios, and track portfolio performance. See Portfolio Management.
    • Installed components: Review the roles, tables, and configurations installed with PPM Standard. See Roles installed with PPM Standard.