Which role is required for access to SPM Module

[Srinivasu2]

Hi Community,

Which role is required for access to SPM Module

Regards,

Srinivasu

[Sandeep Rajput]

@Srinivasu2 

To access the Strategic Portfolio Management (SPM) module in ServiceNow, you typically need one of the following roles:

1. it_project_manager: This role allows users to manage projects within the SPM module, including creating and updating projects, tasks, and reports.

2. it_program_manager: This role is for managing programs and ensuring that projects within a program are aligned and delivering as expected.

3. it_demand_manager: Users with this role can manage demand processes, including creating and tracking demands.

4. ppm_admin: This role provides administrative access to the SPM module, allowing users to configure settings, create custom reports, and manage data within the module.

5. portfolio_manager: This role is focused on managing portfolios, overseeing multiple projects and programs, and ensuring alignment with organizational goals.

6. project_user: Basic access for users who need to interact with the SPM module, such as updating tasks or viewing project details.

[AnirudhKumar]

Hey,

The answers right here:

https://docs.servicenow.com/bundle/utah-it-service-management/page/product/service-portfolio-managem...

[Ehab Pilloor]

Hi @Srinivasu2,

Check out this docs for roles, roles action and contains roles for SPM:

https://docs.servicenow.com/bundle/utah-it-service-management/page/product/service-portfolio-managem...

If you found my response useful, please mark it as Solution and Helpful. This will help me and the community.

Thanks and Regards,

Ehab

[Ravi Gaurav]

Here all the role Details :-

Project Portfolio Suite Roles

Portfolio Manager [it_portfolio_manager]

• Description: Has access to all portfolios with permissions equivalent to a project user and demand user. Also includes the budget owner role from Financial Management.
• Contains Roles:
  • it_demand_user
  • it_project_manager
  • it_project_user
  • portfolio_manager
  • it_demand_manager
  • it_project_portfolio_user

PPS Admin [it_pps_admin]

• Description: Can view and modify preferences, configurations, and settings for projects, demands, programs, portfolios, resources, time cards, agile development, and timeline visualization.
• Contains Roles:
  • it_program_manager
  • it_portfolio_manager
  • it_project_manager
  • it_demand_manager
  • pps_admin
  • timeline_admin
  • rate_model_admin

---

Demand Management Roles

Demand Manager [it_demand_manager]

• Description: Can access all modules within the Demand Management application.
• Contains Roles:
  • it_project_user
  • resource_user
  • timeline_user
  • demand_manager
  • it_demand_user
  • rate_model_user

Demand User [it_demand_user]

• Description: Can access the Demand and Stakeholders modules of the Demand Management application.
• Contains Roles:
  • demand_user
  • pps_resource

---

Project Management Roles

Portfolio User [it_project_portfolio_user]

• Description: Can view IT Portfolio Project records.
• Contains Roles:
  • project_portfolio_user

Project User [it_project_user]

• Description: Can view Project form fields and modify additional fields on the Project Task form, such as Time constraint and State.
• Contains Roles:
  • it_project_portfolio_user
  • project_user

Project Manager [it_project_manager]

• Description: Has configuration access rights to all Project Management application features and functionality.
• Contains Roles:
  • resource_user
  • it_demand_manager
  • it_project_user
  • project_manager
  • timeline_user
  • rate_model_user

---

Program Management Roles

Program Manager [it_program_manager]

• Description: Has access to all programs.
• Contains Roles:
  • resource_user
  • it_project_user
  • program_manager
  • it_demand_user

---

Resource Management Roles

Resource Manager [resource_manager]

• Description: Can review resource plans, confirm and allocate resources to tasks, manage skills, and update group settings.
• Contains Roles:
  • resource_user
  • timecard_approver
  • skill_admin
  • rate_model_user

Resource User [resource_user]

• Description: Can create resource plans and request resources but cannot modify confirmed or allocated plans.

PPS Resource [pps_resource]

• Description: Only users with this role are considered for resource planning and appear in resource plans.

---

Innovation Management Roles

Idea Admin [idea_admin]

• Description: Creates and manages idea modules, defines categories, and maps categories to modules. Can also create tasks from ideas.
• Contains Roles:
  • idea_manager

Idea Manager [idea_manager]

• Description: Manages ideas and can create tasks such as projects or demands from ideas.

Idea Manager Professional [idea_manager_professional]

• Description: Manages ideas and can create tasks such as stories, epics, features, projects, or demands from ideas.

---

Time Card Management Roles

Time Card Admin [timecard_admin]

• Description: Has write access to all time cards.
• Contains Roles:
  • timecard_user
  • timecard_approver

Time Card Approver [timecard_approver]

• Description: Approves or rejects time cards for time card users.
• Contains Roles:
  • timecard_user

Time Card User [timecard_user]

• Description: Creates time cards for self.

---

Rate Model Roles

Rate Model Admin [it_rate_model_admin]

• Description: Manages rate models and rate lines with full privileges, including configuration, export/import, and administration.
• Contains Roles:
  • rate_model_user
  • import_set_loader
  • import_transformer
  • import_admin

Rate Model User [rate_model_user]

• Description: Can view rate models and rate lines.