Activate Investment Funding for projects and demands

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • 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.

    Before you begin

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

    Role required: admin

    About this task

    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

    Procedure

    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.
      Note:
      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.