---
sourceDocument: Xanadu Customer Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/customer-service-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Integrating with Customer Project Management

# Integrating with Customer Project Management {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Integrate Customer Service Management with the Project Portfolio Management application. This integration enables customers to manage complex projects with multiple tasks and provide end users with visibility into these projects.
Customer Service Management provides an integration with the ServiceNow® PPM Standard application, earlier known as Project Portfolio Suite with Financials.

Customers can use this integration to create projects and project tasks for their customer
accounts. Customers can also provide end users with visibility into their projects and tasks
from the Customer Service Portal and enable them to request additional actions.

## Product use rights included with this application {#csm-ppm-integration__section_ktq_myd_ckb}

When subscribed to the Strategic Portfolio Management (SPM) Subscription Product, Customer Service Management users
can create and edit projects. External CSM users can view projects and edit project tasks of
their own or related accounts.

## Plugin {#csm-ppm-integration__section_bnn_r3p_bjb}

Users with the system administrator role can activate the Customer Project Management plugin (com.snc.csm_ppm).  
Note:  
This plugin requires the Customer Service plugin (com.sn_customerservice) and the PPM Standard plugin (com.snc.financial_planning_pmo).

The Customer Project Management plugin adds the Customer ServiceProjects module to the application navigator. Users with the customer project manager role
can access this module.

## Customer Project Management Guided Setup {#csm-ppm-integration__section_ckv_glv_fkb}

Activating the Customer Project Management plugin adds the Customer Project Management section to the Customer Service Management Guided Setup. For more information, see [Integrate with Customer Project Management using Guided Setup](https://servicenow-prod.fluidtopics.net/yeCDWNviMiJLwGPpEEF9Ew "Use the Customer Service Management Guided Setup to configure Customer Project Management.").

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