---
sourceDocument: Zurich Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/it-business-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Install Idea Manager dashboard

# Install Idea Manager dashboard {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

You can install the Idea Manager dashboard application from ServiceNow Store if you have the admin role. This application includes demo data and installs the related plugins if they are not already installed.{#install-idea-manager-dashboard__install-idea-manager-dashboard-info}

## Before you begin

Note:  
Starting with version 2.0.0, the Idea Manager dashboard is available in the Next experience UI Framework which can be accessed from Analytics Idea Manager.

* Ensure that the application and all of its associated store applications have valid ServiceNow entitlements. For more information, see [Get entitlement for a ServiceNow product or application](https://store.servicenow.com/$appstore.do#!/store/help?article=KB0030186).
* If the application requires plugins or other store applications, install them first if they are not already installed. For the Idea Manager dashboard application, the following plugins are required:
  * PPM Standard plugin (com.snc.financial_planning_pmo)For information on activation steps, see [Activate PPM Standard (Project Portfolio Management)](https://www.servicenow.com/docs/O6ZtBmOsWGK90YytD35SBg "Activate the PPM Standard plugin (com.snc.financial_planning_pmo) if you have the admin role. This plugin installs the Project Portfolio Management applications.").

  {#install-idea-manager-dashboard__ul_ys4_gd3_jlb}

{#install-idea-manager-dashboard__ul_css_dd3_jlb}

Role required: admin

## Procedure

1. Navigate to AllSystem ApplicationsAll Available ApplicationsAll.
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.{#install-idea-manager-dashboard__p_gd1_nfg_h1c}

   Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) 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](https://www.servicenow.com/docs/r/store-release-notes/sn-store-release-notes.html).{#install-idea-manager-dashboard__p_hd1_nfg_h1c}
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.{#install-idea-manager-dashboard__p_id1_nfg_h1c}
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 are the sample records that describe application features for common use cases. Load the demo data when you first install the application on a development or test instance.
6. Select Install.

## Result

You can access the Idea Manager dashboard by navigating to IdeasIdea Manager Dashboard.

## What to do next

Run the following Performance Analytics data collector jobs before using the Idea Manager dashboard.

* \[PA PPM IMD\] Historic Data Collection: Collects historical data related to ideas and runs on demand to update data for dashboard.
* \[PA PPM IMD\] Daily Data Collection: Collects data for daily indicators and runs daily to update data for dashboard.
{#install-idea-manager-dashboard__ul_zxm_ts3_tlb}
**Related topics**   

* [List of plugins (Zurich)](https://www.servicenow.com/docs/access?context=list-of-plugins&version=zurich&pubname=zurich-platform-administration&ft:locale=en-US)

*[\>]: and then


