Roles installed with PPM Standard (Project Portfolio Management)

  • Release version: Australia
  • Updated March 12, 2026
  • 3 minutes to read
    • Summarize
    Summarized using AI
    This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.

    Summary of Roles installed with PPM Standard (Project Portfolio Management)

    The PPM Standard plugin in ServiceNow activates a set of predefined roles essential for managing various aspects of Project Portfolio Management. These roles span across portfolio, demand, project, program, resource, innovation, time card, and rate model management. Understanding these roles helps ServiceNow customers assign appropriate permissions to users, enabling effective governance and operational efficiency within the PPM environment.

    Show full answer Show less

    Project Portfolio Suite Roles

    • Portfolio Manager [itportfoliomanager]: Full access to all portfolios, combining permissions of project users, demand users, and budget owners.
    • PPS Admin [itppsadmin]: Manages preferences, configurations, and settings across projects, demands, programs, portfolios, resources, time cards, and agile development.

    Demand Management Roles

    • Demand Manager [itdemandmanager]: Access to all Demand Management modules.
    • Demand User [itdemanduser]: Access to Demand and Stakeholders modules.

    Project Management Roles

    • Portfolio User [itprojectportfoliouser]: Can view IT Portfolio Project records.
    • Project User [itprojectuser]: View project fields and modify specific project task fields.
    • Project Manager [itprojectmanager]: Full access to all project management features, including creating and managing projects, tasks, and resource plans. Includes timecard approval capabilities.

    Program Management Roles

    • Program Manager [itprogrammanager]: Access to all program records and functions.

    Resource Management Roles

    • Resource Manager [resourcemanager]: Reviews and allocates resources, manages skills, schedules, and resource groups.
    • Resource User [resourceuser]: Creates resource plans and requests but cannot modify confirmed or allocated plans.
    • PPS Resource [ppsresource]: Identifies users/groups eligible for resource planning and inclusion in resource plans.

    Innovation Management Roles

    • Idea Admin [ideaadmin]: Manages idea modules, categories, and creates tasks from ideas.
    • Idea Manager [ideamanager]: Manages ideas and generates related tasks.
    • Idea Manager Professional [ideamanagerprofessional]: Similar to Idea Manager with additional task creation capabilities.

    Time Card Management Roles

    • Time Card Admin [timecardadmin]: Full write access to all time cards.
    • Time Card Approver [timecardapprover]: Approves or rejects time cards.
    • Time Card User [timecarduser]: Creates personal time cards.

    Rate Model Roles

    • Rate Model Admin [itratemodeladmin]: Full management of rate models, including configuration, import/export, and administration.
    • Rate Model User [ratemodeluser]: Read-only access to rate models and rate lines.

    Key Outcomes

    By leveraging these roles, ServiceNow customers can:

    • Assign precise access and permissions aligned with job functions within PPM.
    • Control visibility and modification rights across portfolios, projects, demands, resources, and time cards.
    • Ensure proper governance and accountability in financial, resource, and innovation management.
    • Streamline project and resource planning with role-based access to essential tools and data.

    Roles are added with activation of PPM Standard plugin.

    Project Portfolio Suite roles

    Project Portfolio Suite adds the following roles.
    Role title [name] Description Contains roles
    Portfolio manager

    [it_portfolio_manager]

    		 Has access to all portfolios. Has the same access permissions as a project user and a demand user. Also has budget owner role is added as part of Financial Management.
    • it_demand_user
    • it_project_manager
    • it_project_user
    • portfolio_manager
    • it_demand_manager
    • it_project_portfolio_user
    PPS admin

    [it_pps_admin]

    		 Can view and modify the preferences, configurations, and settings for projects, demands, programs, portfolios, resources, time cards, and agile development.
    • it_program_manager
    • it_portfolio_manager
    • it_project_manager
    • it_demand_manager
    • pps_admin
    • timeline_admin
    • rate_model_admin

    Demand management roles

    Demand management adds the following roles.
    Role title [name] Description Contains roles
    Demand manager

    [it_demand_manager]

    		 Can access all the modules of the Demand Management application.
    • it_project_user
    • resource_user
    • timeline_user
    • demand_manager
    • it_demand_user
    • rate_model_user
    Demand user

    [it_demand_user]

    		 Can access the Demand and Stakeholders modules of the Demand Management application.
    • demand_user
    • pps_resource

    Project management roles

    Project management adds the following roles.
    Role title [name] Description Contains roles
    Portfolio user

    [it_project_portfolio_user]

    		 User who can view IT Portfolio Project records. project_portfolio_user
    Project user

    [it_project_user]

    		 Can only view Project form fields. Can modify additional fields on the Project Task form, such as Time constraint and State.
    • it_project_portfolio_user
    • project_user
    Project manager

    [it_project_manager]

    		 Has access to all Project Management application features and functionality. This role enables project managers to create and manage projects, tasks, and resource plans. For configuration access to modify application settings and preferences, use the PPS admin [it_pps_admin] role instead.
    • resource_user
    • it_demand_manager
    • it_project_user
    • project_manager

      The project_manager role also contains the timecard_approver role.

    • timeline_user
    • rate_model_user

    Program management roles

    Program management adds the following roles.
    Role title [name] Description Contains roles
    Program manager

    [it_program_manager]

    		 Program managers have access to all programs.
    • resource_user
    • it_project user
    • program_manager
    • it_demand_user

    Resource management roles

    Resource management adds the following roles.
    Role title [name] Description Contains roles
    Resource manager

    [resource_manager]

    		 Users with this role can:
    • Review resource plans, confirm, and allocate resources to tasks.
    • Create skills and view them in the User Skills list.
    • Read schedules.
    • Create a group of type pps_resource.
    • Add users to or remove them from any groups.
    • Update group name, group email, parent, description, manager, average daily FTE hours/hours per person day, and hourly rate.
    • resource_user
    • timecard_approver
    • skill_admin
    • rate_model_user
    Resource user

    [resource_user]

    		 Users with this role can create resource plans and request resources. Project managers are typically given this role. Resource users cannot make changes to plans in the Confirmed or Allocated state.

    None
    PPS resource

    [pps_resource]

    		 Only users with the PPS Resource role are considered for resource planning, and only users or groups with the PPS resource role appear in resource plans.

    None

    Innovation management roles

    Innovation Management adds the following roles:
    Role title [name] Description Contains roles
    Idea admin

    [idea_admin]
    • Creates idea module.
    • Defines idea categories.
    • Configures mapping of idea categories with idea module.
    • Manages ideas and creates tasks such as story, epic, feature, project, or demand from an idea.
    		 idea_manager
    Idea manager

    [idea_manager]

    		 Manages ideas and creates tasks such as project or demand from an idea. None
    Idea manager professional

    [idea_manager_professional]

    		 Manages ideas and creates tasks such as story, epic, feature, project, or demand from an idea. None

    Time card management roles

    Time card management adds the following roles.
    Role title [name] Description Contains roles
    Time card admin

    [timecard_admin]

    		 Has write access to all time cards.
    • timecard_user
    • timecard_approver
    Time card approver

    [timecard_approver]

    		 Approves or rejects time cards for time card users. timecard_user
    Time card user

    [timecard_user]

    		 Creates time cards for self. None

    Rate model roles

    Role title [name] Description Contains roles
    Rate model admin

    [it_rate_model_admin]

    		 Manages rate models and rate lines. Has all privileges within rate model, including configuring attributes, export and import of rate lines, and administration.
    • rate_model_user
    • import_set_loader
    • import_transformer
    • import_admin
    Rate model user

    [rate_model_user]

    		 View rate model and rate lines. This is a read-only role. None