PPM Standard (Project Portfolio Management)

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • 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

    PPM Standard adds the portfolio workbench, that you can use to perform all aspects of financial planning. You can also perform financial planning and budgeting using UI actions on related lists, but the workbench is the preferred method. See Legacy portfolio workbench for more information. See Legacy- Plan the portfolio for information on how to plan end-to-end finances for projects and portfolios, including tracking actual costs and creating budgets as part of the Financial Management application.