Install Strategic Spend Tracking for PPM

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

    • Install the Strategic Spend Tracking for PPM application from ServiceNow Store applications. Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.

    Before you begin

    Complete the following setup checklist for a smooth installation and configuration.
    Table 1. Setup checklist
    Setup tasks Description
    Verify that PPM Standard plugin (com.snc.financial_planning_pmo) is activated. Navigate to Subscription Management > Subscriptions in your instance. The list displays the subscriptions that your organization has purchased.

    Role required: admin

    About this task

    Activate the PPM Standard plugin (com.snc.financial_planning_pmo) in your ServiceNow instance before you install Strategic Spend Tracking for PPM. For more information see, Activate PPM Standard (Project Portfolio Management).

    Procedure

    1. Navigate to All > System Applications > All Available Applications > All.
    2. Find the application using the filter criteria and search bar.

      You can search for the application by its name or ID. If you cannot find an application, you may have to request it from the ServiceNow Store.

      Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.

    3. Select a version from the list and select Install.

      In the Review Installation Details dialog box, any dependencies installed with your application are listed.

    4. If you're prompted, follow the links to the ServiceNow Store to get any additional entitlements for dependencies.
    5. Optional: If demo data is available and you want to install it, select the Load demo data check box.
      Demo data comprises the sample records that describe application features for the common use cases. Load the demo data when you first install the application on a development or test instance.
    6. Select Install.