it_project_manager role without ability to start a project

[Erick3]

Hello,

My manager is asking if there is possibility of a user with the project manager role to have all of the permissions and abilities to manage a project including assigning users to tasks, creating/managing resource allocations, etc, except for actually creating and starting a project?

Our company is in the process of narrowing the number of users who have the project manager role. This role has been handed out to way to many users and not all of them are actual project managers. Our delivery office will be in charge of creating and starting the project and then assigning it to a project manager. Thanks!

[KKM]

Hi Erick,

Yes, this is possible in ServiceNow Project Portfolio Management (PPM) by customizing the roles and permissions.

Solution: Restrict Project Creation but Allow Full Management
The Project Manager role (it_project_manager) typically grants full control over projects, including creation. You can restrict project creation while still allowing users to manage projects they are assigned to.

Steps to Implement
Create a New Custom Role (custom_project_manager)

Clone the existing it_project_manager role.
Remove permissions related to creating new projects (create access on pm_project table).
Keep permissions for managing tasks, resources, and assignments.
Modify ACLs (Access Control Rules)

Navigate to System Security > Access Control (ACLs).
Search for ACLs related to the pm_project table.
Deny create access for custom_project_manager.
Ensure read, write, delete permissions remain intact for managing assigned projects.
Adjust User Roles

Remove the it_project_manager role from users who should not create projects.
Assign them the new custom_project_manager role.
Keep it_project_manager only for Delivery Office users who should create projects.
Test Permissions

Try creating a project as a user with custom_project_manager → Should fail.
Try editing tasks, resources, assignments → Should succeed.

Result
Project creation is restricted to Delivery Office.
Project managers can fully manage their assigned projects.
Fewer users have the it_project_manager role, improving governance.
This approach ensures better control over who creates projects while maintaining full management capabilities for assigned project managers.

This should solve your issue!

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With Regards,
Krishna Kumar M - Talk with AIT3ch
LinkedIn: https://www.linkedin.com/in/mkrishnak4/
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