Roles Assignment for Application Portfolio Management

[DakshM]

Hi, just wanted some information on what roles are assigned to a person who is utilizing the Application Portfolio Management licenses which is licensed on APM Users. Thanks in advance.

[Dr Atul G- LNG]

Hi @DakshM 

Roles installed with Enterprise Architecture (formerly Application Portfolio Management)

Roles are added with activation of Enterprise Architecture.

Role	Description	Contains roles
sn_apm.apm_read	Access to view Enterprise Architecture dashboards provided by the base system and the underlying tables from where the data for the dashboards are retrieved.	Includes pa_viewer and cmdb_read roles. Note: Activate the Notify (com.snc.notify) plugin to include the notify_view role. View Application 360 dashboard, Application Landscape dashboard, Application Assessments dashboard.
sn_apm.apm_user	Access to update applications, view landscape, and roadmap.	Includes pa_viewer, and certification roles. Note: Activate the Notify (com.snc.notify) plugin to include the notify_view role. Activate PPM Standard (com.snc.financial_planning_pmo) plugin to create project/program in CBP and TPM. For information on PPM roles, see Plugins installed with PPM Standard (Project Portfolio Management) . View/update applications. Request to create business applications. View application landscape reports and dashboards. View applications roadmap. View Application 360 dashboard.
sn_apm.apm_admin	Create or update application records and access administration activities.	Includes sn_apm.apm_user, assessment_admin, certification_admin roles. Create/update/delete application categories. Create/update/delete application families. Create/update/delete business processes. Create/update/delete application indicators. Create/update/delete application score profile. Create/update/delete bubble charts. View application indicator scores and application scores. View application assessment dashboard. View Application 360 dashboard.
sn_apm.apm_analyst	Create applications and access landscape and dashboards.	Includes sn_apm.apm_admin and treemap_user roles. Note: Activate PPM Standard (com.snc.financial_planning_pmo) plugin to create project/program in Capability-Based Planning (CBP) and Technology Portfolio Management (TPM). For information on PPM roles, see Plugins installed with PPM Standard (Project Portfolio Management). Create/update/delete applications. Create/update/delete application indicator scores. Create/update/delete application scores. Create/update/delete Enterprise Architecture programs and targets. Create/update/delete goals. Access the Enterprise Architecture Service Portal pages for program navigation, category analysis, bubble chart view, application comparisons. Create demand with application strategy related attributes. View Application 360 dashboard.

UI policies installed with Enterprise Architecture (formerly Application Portfolio Management)

UI policies are added with activation of Enterprise Architecture.

UI policy	Table	Description
When data source is not PA	Application Indicator [apm_metric]	Shows the Custom Script field when the data source is custom script.
When query condition is data source	Application Indicator [apm_metric]	Shows the Query table, Consolidate, Aggregate type, Aggregate, Conditions and Group By fields when the data source is custom script.
When Assessments and Surveys are data source	Application Indicator [apm_metric]	Shows the Metric Type and Metric Category fields when the data source is assessments.
When PA is data source	Application Indicator [apm_metric]	Shows the Source PA indicator and Frequency and Default breakdown fields when the data source is custom script.
When data source is custom script	Application Indicator [apm_metric]	Shows the Custom Script field when the data source is custom script.

[Dr Atul G- LNG]

Hi @DakshM 

Did you check my response?

[Mathew Hillyard]

Hi @DakshM 

I recommend you become familiar with the ServiceNow documentation site.

For just about every product, there is an "Installed with..." page detailing the common objects that are delivered with an application, including roles.

Here is the current page for EA: https://www.servicenow.com/docs/bundle/zurich-application-portfolio-management/page/product/applicat...

I hope this helps!

Mat