SPM Module Roles

[AL_432]

Hi all,

How can I find out list of roles by specific modules in SPM? We currently have SPM access flying across several roles and considering a clean up.

Thanks

[KG23 · Accepted solution]

Here is a link to the basic roles:

Base System Roles

Here is a link to the Roles installed with PPM Standard:

Roles installed with PPM Standard (Project Portfolio Management) 

[Community Alums · Accepted solution]

Hi @AL_432 ,

Project Portfolio Suite roles

Project Portfolio Suite adds the following roles.

Role title [name]	Description	Contains roles
Portfolio manager [it_portfolio_manager]	Has access to all portfolios. Has the same access permissions as a project user and a demand user. Also has budget owner role is added as part of Financial Management.	it_demand_user it_project_manager it_project_user portfolio_manager it_demand_manager it_project_portfolio_user
PPS admin [it_pps_admin]	Can view and modify the preferences, configurations, and settings for projects, demands, programs, portfolios, resources, time cards, agile development, and timeline visualization.	it_program_manager it_portfolio_manager it_project_manager it_demand_manager pps_admin timeline_admin rate_model_admin

Demand management roles

Demand management adds the following roles.

Role title [name]	Description	Contains roles
Demand manager [it_demand_manager]	Can access all the modules of the Demand Management application.	it_project_user resource_user timeline_user demand_manager it_demand_user rate_model_user
Demand user [it_demand_user]	Can access the Demand and Stakeholders modules of the Demand Management application.	demand_user pps_resource

Project management roles

Project management adds the following roles.

Role title [name]	Description	Contains roles
Portfolio user [it_project_portfolio_user]	User who can view IT Portfolio Project records.	project_portfolio_user
Project user [it_project_user]	Can only view Project form fields. Can modify additional fields on the Project Task form, such as Time constraint and State.	it_project_portfolio_user project_user
Project manager [it_project_manager]	Has configuration access right to all Project Management application features and functionality.	resource_user it_demand_manager it_project_user project_manager The project_manager role also contains the timecard_approver role. timeline_user rate_model_user

Program management roles

Program management adds the following roles.

Role title [name]	Description	Contains roles
Program manager [it_program_manager]	Program managers have access to all programs.	resource_user it_project user program_manager it_demand_user

Resource management roles

Resource management adds the following roles.

Role title [name]	Description	Contains roles
Resource manager [resource_manager]	Users with this role can: Review resource plans, confirm, and allocate resources to tasks. Create skills and view them in the User Skills list. Read schedules. Create a group of type pps_resource. Add users to or remove them from any groups. Update group name, group email, parent, description, manager, average daily FTE hours/hours per person day, and hourly rate.	resource_user timecard_approver skill_admin rate_model_user
Resource user [resource_user]	Users with this role can create resource plans and request resources. Project managers are typically given this role. Resource users cannot make changes to plans in the Confirmed or Allocated state.	None
PPS resource [pps_resource]	Only users with the PPS Resource role are considered for resource planning, and only users or groups with the PPS resource role appear in resource plans.	None

Innovation management roles

Innovation Management adds the following roles:

Role title [name]	Description	Contains roles
Idea admin [idea_admin]	Creates idea module. Defines idea categories. Configures mapping of idea categories with idea module. Manages ideas and creates tasks such as story, epic, feature, project, or demand from an idea.	idea_manager
Idea manager [idea_manager]	Manages ideas and creates tasks such as project or demand from an idea.	None
Idea manager professional [idea_manager_professional]	Manages ideas and creates tasks such as story, epic, feature, project, or demand from an idea.	None

Time card management roles

Time card management adds the following roles.

Role title [name]	Description	Contains roles
Time card admin [timecard_admin]	Has write access to all time cards.	timecard_user timecard_approver
Time card approver [timecard_approver]	Approves or rejects time cards for time card users.	timecard_user
Time card user [timecard_user]	Creates time cards for self.	None

Rate model roles

Role title [name]	Description	Contains roles
Rate model admin [it_rate_model_admin]	Manages rate models and rate lines. Has all privileges within rate model, including configuring attributes, export and import of rate lines, and administration.	rate_model_user import_set_loader import_transformer import_admin
Rate model user [rate_model_user]	View rate model and rate lines.	None

[KG23 · Accepted solution]

Here is a link to the basic roles:

Base System Roles

Here is a link to the Roles installed with PPM Standard:

Roles installed with PPM Standard (Project Portfolio Management) 

[Community Alums · Accepted solution]

Hi @AL_432 ,

Project Portfolio Suite roles

Project Portfolio Suite adds the following roles.

Role title [name]	Description	Contains roles
Portfolio manager [it_portfolio_manager]	Has access to all portfolios. Has the same access permissions as a project user and a demand user. Also has budget owner role is added as part of Financial Management.	it_demand_user it_project_manager it_project_user portfolio_manager it_demand_manager it_project_portfolio_user
PPS admin [it_pps_admin]	Can view and modify the preferences, configurations, and settings for projects, demands, programs, portfolios, resources, time cards, agile development, and timeline visualization.	it_program_manager it_portfolio_manager it_project_manager it_demand_manager pps_admin timeline_admin rate_model_admin

Demand management roles

Demand management adds the following roles.

Role title [name]	Description	Contains roles
Demand manager [it_demand_manager]	Can access all the modules of the Demand Management application.	it_project_user resource_user timeline_user demand_manager it_demand_user rate_model_user
Demand user [it_demand_user]	Can access the Demand and Stakeholders modules of the Demand Management application.	demand_user pps_resource

Project management roles

Project management adds the following roles.

Role title [name]	Description	Contains roles
Portfolio user [it_project_portfolio_user]	User who can view IT Portfolio Project records.	project_portfolio_user
Project user [it_project_user]	Can only view Project form fields. Can modify additional fields on the Project Task form, such as Time constraint and State.	it_project_portfolio_user project_user
Project manager [it_project_manager]	Has configuration access right to all Project Management application features and functionality.	resource_user it_demand_manager it_project_user project_manager The project_manager role also contains the timecard_approver role. timeline_user rate_model_user

Program management roles

Program management adds the following roles.

Role title [name]	Description	Contains roles
Program manager [it_program_manager]	Program managers have access to all programs.	resource_user it_project user program_manager it_demand_user

Resource management roles

Resource management adds the following roles.

Role title [name]	Description	Contains roles
Resource manager [resource_manager]	Users with this role can: Review resource plans, confirm, and allocate resources to tasks. Create skills and view them in the User Skills list. Read schedules. Create a group of type pps_resource. Add users to or remove them from any groups. Update group name, group email, parent, description, manager, average daily FTE hours/hours per person day, and hourly rate.	resource_user timecard_approver skill_admin rate_model_user
Resource user [resource_user]	Users with this role can create resource plans and request resources. Project managers are typically given this role. Resource users cannot make changes to plans in the Confirmed or Allocated state.	None
PPS resource [pps_resource]	Only users with the PPS Resource role are considered for resource planning, and only users or groups with the PPS resource role appear in resource plans.	None

Innovation management roles

Innovation Management adds the following roles:

Role title [name]	Description	Contains roles
Idea admin [idea_admin]	Creates idea module. Defines idea categories. Configures mapping of idea categories with idea module. Manages ideas and creates tasks such as story, epic, feature, project, or demand from an idea.	idea_manager
Idea manager [idea_manager]	Manages ideas and creates tasks such as project or demand from an idea.	None
Idea manager professional [idea_manager_professional]	Manages ideas and creates tasks such as story, epic, feature, project, or demand from an idea.	None

Time card management roles

Time card management adds the following roles.

Role title [name]	Description	Contains roles
Time card admin [timecard_admin]	Has write access to all time cards.	timecard_user timecard_approver
Time card approver [timecard_approver]	Approves or rejects time cards for time card users.	timecard_user
Time card user [timecard_user]	Creates time cards for self.	None

Rate model roles

Role title [name]	Description	Contains roles
Rate model admin [it_rate_model_admin]	Manages rate models and rate lines. Has all privileges within rate model, including configuring attributes, export and import of rate lines, and administration.	rate_model_user import_set_loader import_transformer import_admin
Rate model user [rate_model_user]	View rate model and rate lines.	None

[Community Alums · Accepted solution]

Hi @AL_432 ,

[MusaB]

Hello,

Could you please tell me the finality and utility of Rate model roles ? In what context we use these roles ?

Thanks in advance for your kind reply.