Activate Investment Funding for projects and demands

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：2分

    • Activate the Investment Funding (com.snc.investment_funding) plugin if you have the admin role. This plugin includes demo data and activates related plugins if they are not already active.

    始める前に

    Ensure that the PPM Standard (com.snc.financial_planning_pmo) plugin is installed.

    Role required: admin

    このタスクについて

    The Investment Funding (com.snc.investment_funding) plugin enables you to request or allocate funds for your projects and demands.

    The plugin activates the related plugins if they are not already active. It also adds the sn_invst_pln_investment_user role to the following roles:
    • project_manager
    • demand_manager
    • portfolio_manager
    • program_manager

    手順

    1. Navigate to All > System Applications > All Available Applications > All.
    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 might have to request it from ServiceNow personnel.

    3. Select Install to start the installation process.
      注:
      When domain separation and delegated admin are enabled in an instance, the administrative user must be in the global domain. Otherwise, the following error appears: Application installation is unavailable because another operation is running: Plugin Activation for <plugin name>.
      You will see a message after installation is completed. For information about the components installed with a plugin, see Find components installed with an application.