Roles required for Engagement project planning for Project Portfolio Management

  • Release version: Yokohama
  • Updated January 30, 2025
  • 2 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 required for Engagement project planning for Project Portfolio Management

    The advanced planning capability integrates Advanced Audit with Project Portfolio Management (PPM), creating an equivalent project for an engagement. This integration enables planning features such as resource planning and cost planning directly from the engagement project, enhancing project management efficiency.

    Show full answer Show less

    Engagement-project planning features and role requirements

    Different roles are required to access and manage specific planning features within the engagement project. Understanding these roles helps ensure the correct permissions are assigned for effective planning and management.

    Resource Planning

    • Purpose: Allows resource requesters to check availability and create/manage resource plans for projects and tasks within the project workspace.
    • Roles:
      • resourceuser: Can add resource plans using the New button.
      • itprojectmanager: Can manage and add resource plans using the Manage button.
      • resourcemanager: Can confirm and allocate resource plans.
      • snppmread, timecarduser, resourceuser: Can view resource plans for the engagement project.

    Cost Planning

    • Purpose: Enables creation and management of project cost plans to specify unit costs for fiscal periods.
    • Roles:
      • snaudit.user, snaudit.manager, itprojectmanager: Can manage and add cost plans.
      • projectmanager: Can add new cost plans, but it is recommended to use itprojectmanager instead.

    Related Links on Engagement Project

    • Purpose: Allows users to enter project budgets, move projects, and calculate completion estimates based on assigned roles.
    • Roles:
      • portfoliomanager: Required to create project budgets. When assigning manually, use itportfoliomanager instead.
      • projectmanager: Required to calculate completion estimates and move projects. When assigning manually, use itprojectmanager instead.

    Practical implications for ServiceNow customers

    Assigning the correct roles is essential for leveraging engagement project planning features effectively in PPM. ServiceNow customers should prefer using the itprojectmanager and itportfoliomanager roles over the older projectmanager and portfoliomanager roles when adding permissions manually. This ensures compatibility with the advanced planning capabilities and proper access to resource and cost planning functionalities.

    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.