Role needed for cost plans and budget updating in PPM?

[payneks]

Can someone identify the role(s) needed to be able to create/update budgets and create cost plans for Projects within PPM?  Thanks!

[phil_bool_unifi · Accepted solution]

Hi Payneks.  Typically, Portfolio Manager (it_portfolio_manager in the normal tables - slightly different in teamspaces if you're using them) will be responsible for distribution of money to different projects, so it falls to them to set the budgets.  However, I've worked with customers that want to give that authority to Project Managers, so updating the required ACL's to give the Project Manager that functionality is not an unusual customisation.

[payneks]

Thank you!  Exactly what I needed to understand.  When these types of customizations are implemented, are they overridden with version updates?  Is the standard to keep the customizations identified within the module/applications CI?