---
sourceDocument: Yokohama Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/it-business-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Roles installed with PPM Standard (Project Portfolio Management)

# Roles installed with PPM Standard (Project Portfolio Management) {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read

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## Summary of Roles installed with PPM Standard (Project Portfolio Management)

Activating the PPM Standard plugin in ServiceNow Yokohama release adds various roles across Project Portfolio Management (PPM) to support portfolio, demand, project, program, resource, innovation, time card, and rate model management.
These roles define user permissions for accessing and managing specific PPM features, enabling tailored access control for different responsibilities within your organization's PPM processes.
Show full answer Show less  

## Key Roles by Functional Area

* **Project Portfolio Suite Roles**
  * **Portfolio Manager \[itportfoliomanager\]**: Full access to all portfolios, combining project and demand user permissions plus budget owner rights from Financial Management.
  * **PPS Admin \[itppsadmin\]**: Full administration over preferences and configurations for projects, demands, programs, portfolios, resources, time cards, agile development, and timeline visualization.
* **Demand Management Roles**
  * **Demand Manager \[itdemandmanager\]**: Access to all Demand Management modules.
  * **Demand User \[itdemanduser\]**: Access to Demand and Stakeholders modules.
* **Project Management Roles**
  * **Portfolio User \[itprojectportfoliouser\]**: View-only access to IT Portfolio Project records.
  * **Project User \[itprojectuser\]**: View project form fields and modify certain fields on project tasks.
  * **Project Manager \[itprojectmanager\]**: Full project management capabilities including creating/managing projects, tasks, and resource plans; also includes timecard approver permissions.
* **Program Management Roles**
  * **Program Manager \[itprogrammanager\]**: Full access to all programs.
* **Resource Management Roles**
  * **Resource Manager \[resourcemanager\]**: Review and allocate resources, create and manage skills and groups, and read schedules.
  * **Resource User \[resourceuser\]**: Create resource plans and request resources; cannot modify plans in confirmed or allocated states.
  * **PPS Resource \[ppsresource\]**: Required to be considered in resource planning and to appear in resource plans.
* **Innovation Management Roles**
  * **Idea Admin \[ideaadmin\]**: Create and configure idea modules and categories; manage ideas and convert them into projects, demands, or agile work items.
  * **Idea Manager \& Idea Manager Professional**: Manage ideas and create associated work items.
* **Time Card Management Roles**
  * **Time Card Admin \[timecardadmin\]**: Full write access to all time cards.
  * **Time Card Approver \[timecardapprover\]**: Approve or reject submitted time cards.
  * **Time Card User \[timecarduser\]**: Create personal time cards.
* **Rate Model Roles**
  * **Rate Model Admin \[itratemodeladmin\]**: Manage and configure rate models and rate lines fully.
  * **Rate Model User \[ratemodeluser\]**: View rate models and rate lines.

## Practical Use for ServiceNow Customers

Understanding these roles helps you assign appropriate permissions to your users based on their responsibilities within PPM. For example, assign **Project Manager** roles to those managing projects and resources, **Demand Manager** roles to users handling demand workflows, and **Resource Manager** roles to those overseeing resource allocation. The **PPS Admin** role should be reserved for administrators managing the overall PPM configuration. Proper role assignment ensures secure, efficient access and supports your organization's governance and operational needs in ServiceNow PPM.  
Roles are added with activation of PPM Standard plugin.

## Project Portfolio Suite roles

Project Portfolio Suite adds the following roles.{#roles-installed-with-PPS-finance__roles_PPS__entry__3}

| 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 {#roles-installed-with-PPS-finance__ul_qz2_dmb_nbb} |
[ ]

{#roles-installed-with-PPS-finance__roles_PPS}

## Demand management roles

Demand management adds the following roles.{#roles-installed-with-PPS-finance__roles_DemandMgmt__entry__3}

| 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 |
[ ]

{#roles-installed-with-PPS-finance__roles_DemandMgmt}

## Project management roles

Project management adds the following roles.{#roles-installed-with-PPS-finance__roles_ProjectMgmt__entry__3}

| 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 access to all Project Management application features and functionality. This role enables project managers to create and manage projects, tasks, and resource plans. For configuration access to modify application settings and preferences, use the PPS admin \[it_pps_admin\] role instead. | * resource_user * it_demand_manager * it_project_user * project_managerThe project_manager role also contains the timecard_approver role. * timeline_user * rate_model_user |
[ ]

{#roles-installed-with-PPS-finance__roles_ProjectMgmt}

## Program management roles

Program management adds the following roles.{#roles-installed-with-PPS-finance__roles_ProgramMgmt__entry__3}

| 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 |
[ ]

{#roles-installed-with-PPS-finance__roles_ProgramMgmt}

## Resource management roles

Resource management adds the following roles.{#roles-installed-with-PPS-finance__roles_ResourceMgmt__entry__3}

| 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. * Update group name, group email, parent, description, manager, average daily FTE hours/hours per person day, and hourly rate. {#roles-installed-with-PPS-finance__ul_c1p_dsr_gbb} | * 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 |
[ ]

{#roles-installed-with-PPS-finance__roles_ResourceMgmt}

## Innovation management roles {#roles-installed-with-PPS-finance__section_rjk_r2n_b3b}

Innovation Management adds the following roles:{#roles-installed-with-PPS-finance__roles_innovation_management__entry__3}

| 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. {#roles-installed-with-PPS-finance__ul_krt_kgc_rhb} | 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 |
[ ]

{#roles-installed-with-PPS-finance__roles_innovation_management}

## Time card management roles

Time card management adds the following roles.{#roles-installed-with-PPS-finance__roles_TimeCardMgmt__entry__3}

| Role title \[name\] | Description | Contains roles |
|-|-|-|
| Time card admin \[timecard_admin\] | Has write access to all time cards. | * timecard_user * timecard_approver {#roles-installed-with-PPS-finance__ul_svq_ph1_ky} |
| 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 |
[ ]

{#roles-installed-with-PPS-finance__roles_TimeCardMgmt}

## Rate model roles {#roles-installed-with-PPS-finance__section_vbb_5mt_gfb}

{#roles-installed-with-PPS-finance__table_t4p_vmt_gfb__entry__3}

| 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 {#roles-installed-with-PPS-finance__ul_ibz_ymt_gfb} |
| Rate model user \[rate_model_user\] | View rate model and rate lines. | None |
[ ]

{#roles-installed-with-PPS-finance__table_t4p_vmt_gfb}