---
sourceDocument: Brazil Customer Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/customer-service-management

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Create customer projects

# Create customer projects {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read  
Create customer projects at internal or
external
organizations (formerly internal or external
business
locations) to manage location openings, renovations, closings, or other
location-specific initiatives.

## Before you begin

To access customer projects and to enable required roles, make sure that you enable the Customer Project Management (com.snc.csm_ppm) plugin.

Role required: admin, it_project_manager, sn_service_org.project_manager

## About this task

A customer project can be initiated by applying templates, or by importing and exporting projects. Furthermore, cases can be created to address issues either at the project or project task level.  
Important:  
Some table and field labels have been changed across recent releases. For a mapping of former labels to current labels, see [Service Model Foundation renamed Entities](https://www.servicenow.com/docs/7jpNjUKLGsbHQINDlxtAdA "The renamed entities display several Service Model Foundation entities that are renamed, including the previous and current names.").

## Procedure

1. Navigate to WorkspacesProject Workspace.
2. Initiate a project by selecting New.  
   Under My projects, a list of projects associated with your role is displayed. Under All projects, a list of all projects is displayed.
3. On the form, fill in the fields.  
   The following table outlines the unique fields of the form. To learn more about other fields, refer [Starting a project](https://www.servicenow.com/docs/access?context=t_CreateAProject&version=brazil&pubname=brazil-it-business-management&ft:locale=en-US).{#create-customer-projects__table_kh2_mmm_tdc__entry__2}

   | Field | Description |
   |-|-|
   | Project class | Class of the project. Select Customer Project. |
   | Project template | Template of a project. To create a project from template, select a template from the list displayed. Based on the template, project tasks are created. |
   | Project name | Name for the project. |
   [Table 1. Create Project form]

   {#create-customer-projects__table_kh2_mmm_tdc}
4. Select Confirm.
5. Select a project to see all the related tabs.  
   {#create-customer-projects__table_jzx_dmn_tdc__entry__2}

   | Related tabs | Description |
   |-|-|
   | Planning | In this section, you can: * create or add tasks * update task details * create case for the project and project tasks * set deadlines using graph * apply template * delete, move, import, and export project * launch help videos * calculate completion estimates * copy partial project {#create-customer-projects__ul_nbp_hmn_tdc} |
   | Details | In this section, you can view and update all project tasks and details of the project. |
   | Financials | Displays cost plans of the project |
   | RIDAC | Displays risks of the project |
   | Analytics | Enables you to track project phases, plans, assignments, issues, time elapsed, resources, benefits, and other details of the project graphically. |
   | Docs | Docs of the project |
   | Status Reports | Reports of the project |
   [Table 2. Customer Project related tabs]

   {#create-customer-projects__table_jzx_dmn_tdc}
6. Under the Details tab, fill in the other fields.  
   The following table outlines the unique fields of the customer project. To learn more about other fields, see [Starting a project](https://www.servicenow.com/docs/access?context=t_CreateAProject&version=brazil&pubname=brazil-it-business-management&ft:locale=en-US).{#create-customer-projects__table_h33_rpn_tdc__entry__2}

   | Fields | Description |
   |-|-|
   | Account | Account for the project. Select an account from the displayed list. Note: * On selecting an account, the Organization (formerly Service Organization) field disappears. * The customer project manager can't access projects or project tasks associated with service organization project manager. {#create-customer-projects__ul_y2v_5yn_tdc} |
   | Organization (formerly Service Organization) | Service organization for the project. Select an Internal Organization (formerly internal business location (IBL)) or External Organization (formerly external business location (EBL)) from the displayed list. Note: * On selecting a service organization, the Account field disappears. * The service organization project manager can't access projects or project tasks associated with customer project manager. {#create-customer-projects__ul_fkx_xyn_tdc} |
   [Table 3. Customer Project form]

   {#create-customer-projects__table_h33_rpn_tdc}

## What to do next

[Create a project task from a project](https://www.servicenow.com/docs/access?context=t_CreateATaskFromAProject&version=brazil&pubname=brazil-it-business-management&ft:locale=en-US)

*[\>]: and then