Integrating with Customer Project Management

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Integrate Customer Service Management with the Project Portfolio Management application. This integration enables customers to manage complex projects with multiple tasks and provide end users with visibility into these projects.

    Customer Service Management provides an integration with the ServiceNow® PPM Standard application, earlier known as Project Portfolio Suite with Financials.

    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 request additional actions.

    Product use rights included with this application

    When subscribed to the Strategic Portfolio Management (SPM) Subscription Product, Customer Service Management users can create and edit projects. External CSM users can view projects and edit project tasks of their own or related accounts.

    Customer Project Management Guided Setup

    Activating the Customer Project Management plugin adds the Customer Project Management section to the Customer Service Management Guided Setup. For more information, see Integrate with Customer Project Management using Guided Setup.