Roles required for Engagement project planning for Project Portfolio Management

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read
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    Summary of Roles Required for Engagement Project Planning for Project Portfolio Management

    The advanced planning capability in the Project Portfolio Management (PPM) product integrates with Advanced Audit, facilitating engagement project planning. This feature allows users to create equivalent projects for engagements and provides essential planning functionalities, including resource and cost planning.

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    Key Features

    • Resource Planning: Users can manage resource availability and create resource plans.
      • Roles needed:
        • resourceuser: Can add resource plans.
        • itprojectmanager: Can manage and add resource plans.
        • resourcemanager: Can confirm and allocate resource plans.
        • snppmread, timecarduser, resourceuser: Can view resource plans.
    • Cost Planning: Captures project costs and helps create cost plans for fiscal periods.
      • Roles needed:
        • snaudit.user, snaudit.manager, itprojectmanager: Can manage cost plans and add new ones.
        • projectmanager: Can add new cost plans alongside audit roles.
    • Related Links: Users can manage project budgets, move projects, and estimate completion based on their roles.
      • Roles needed:
        • portfoliomanager: Required to create project budgets.
        • projectmanager: Needed to calculate completion estimates and move projects.

    Key Outcomes

    Utilizing the correct roles for engagement project planning in PPM enables efficient resource allocation, accurate cost management, and effective project oversight. Proper role assignment ensures that users can perform necessary functions, leading to successful project execution and management.

    The advanced planning capability enables integration of Advanced Audit with the Project Portfolio Management (PPM) product. The capability creates an equivalent project for the engagement, and provides planning features that could be used for resource planning, cost planning, and so on, from the engagement project.

    Engagement-project planning features and roles

    To understand the roles required for using the engagement-project planning features, see the following table:
    Table 1. Engagement-project planning features and role requirements
    Feature Description Roles and their scope
    Resource planning As a resource requester, find the availability of the resources, and create and manage the resource plans for the project and project tasks in the project workspace. For more information, refer to Create and manage resource plans for a project
    • Users with at least resource_user role can add resource plans using the New button and with it_project_manager role can manage and add new resource plans using the Manage button. Users with resource_manager role would be able to confirm and allocate resource plans.
    • Users with sn_ppm_read or timecard_user or resource_user role would be able to see the resource plans for the engagement project.
    Cost planning Project cost plans capture the costs of projects. Create a cost plan to specify the unit cost of a cost type for a fiscal period. For more information, refer to Create a project cost plan
    • Users with sn_audit.user or sn_audit.manager role and it_project_manager would be able to manage the cost plan. Users with the it_project_manager role can add new cost plans. Users with sn_audit.user or sn_audit.manager and project_manager role would be able to add a new cost plan.
    • Users with sn_audit.user or sn_audit.manager role and project_manager role would be able to add a new cost plan. Users are suggested to use the it_project_manager role instead of project_manager role by PPM. Users with the it_project_manager role can also add new cost plans.
    Related links on Engagement project Users can enter the project budget, move projects, calculate completion estimates for the engagement project using the related links which appear based on the roles and permissions.
    • Users need portfolio_manager role to create project budget. If a user role is being added manually, use the it_portfolio_manager role instead of portfolio_manager role.
    • Users need project_manager role to be able to calculate completion estimates, and move project. If a user role is being added manually, use the it_project_manager role instead of project_manager role.