Activate Investment Funding for projects and demands
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 aren't 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
Navigate to All > System Applications > All Available Applications > All.
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.
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.
Parent Topic:PPM Standard (Project Portfolio Management)
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