Roles installed with PPM Standard (Project Portfolio Management)
Summarize
Summary of Roles installed with PPM Standard
The activation of the PPM Standard plugin introduces various roles essential for managing projects, demands, programs, portfolios, and resources effectively within ServiceNow's Project Portfolio Management suite. These roles are categorized based on their respective focus areas, allowing users to perform specific functions aligned with their responsibilities.Key FeaturesProject Portfolio Suite Roles:Roles like Portfolio Manager and PPS Admin provide comprehensive access to portfolios, project configurations, and financial management settings.Demand Management Roles:Roles such as Demand Manager and Demand User facilitate access to all modules of the Demand Management application, enabling efficient demand processing.Project Management Roles:The Project Manager role includes configuration access to project management features and timecard approval rights.Program Management Roles:Program Managers can access and manage all programs within the suite.Resource Management Roles:Resource Managers can allocate resources, create skills, and manage resource plans effectively.Innovation Management Roles:Roles like Idea Admin and Idea Manager allow for the creation and management of ideas and their associated tasks.Time Card Management Roles:Time Card Admins and Users can manage and approve time cards, streamlining time tracking processes.Rate Model Roles:These roles manage rate models, providing essential access for configuration and administration of rate lines.Key OutcomesBy understanding and utilizing these roles, ServiceNow customers can enhance their operational efficiency in project and resource management, ensure accountability in demand and time tracking, and effectively manage portfolios and programs. This structured role allocation promotes clarity in responsibilities and optimizes collaboration within teams.
Show less
Roles are added with activation of PPM Standard plugin.
Project Portfolio Suite 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. |
|
| PPS admin [it_pps_admin] |
Can view and modify the preferences, configurations, and settings for projects, demands, programs, portfolios, resources, time cards, agile development, and timeline visualization. |
|
Demand management roles
| Role title [name] | Description | Contains roles |
|---|---|---|
| Demand manager [it_demand_manager] |
Can access all the modules of the Demand Management application. |
|
| Demand user [it_demand_user] |
Can access the Demand and Stakeholders modules of the Demand Management application. |
|
Project management 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. |
|
| Project manager [it_project_manager] |
Has configuration access right to all Project Management application features and functionality. |
|
Program management roles
| Role title [name] | Description | Contains roles |
|---|---|---|
| Program manager [it_program_manager] |
Program managers have access to all programs. |
|
Resource management roles
| Role title [name] | Description | Contains roles |
|---|---|---|
| Resource manager [resource_manager] |
Users with this role can:
|
|
| 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
| Role title [name] | Description | Contains roles |
|---|---|---|
| Idea admin [idea_admin] |
|
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
| Role title [name] | Description | Contains roles |
|---|---|---|
| Time card admin [timecard_admin] |
Has write access to all time cards. |
|
| 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 [rate_model_user] |
View rate model and rate lines. | None |