Roles installed with PPM Standard (Project Portfolio Management)

  • Release version: Australia
  • Updated March 12, 2026
  • 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 installs a comprehensive set of roles across Project Portfolio Suite, Demand Management, Project Management, Program Management, Resource Management, Innovation Management, Time Card Management, and Rate Model functionalities. These roles define the access and permissions for users involved in portfolio, project, demand, resource, innovation, time card, and rate model management, enabling effective governance and operational control within your PPM environment.

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    Project Portfolio Suite Roles

    • Portfolio Manager [itportfoliomanager]: Full access to all portfolios, with project and demand user privileges plus budget owner capabilities.
    • PPS Admin [itppsadmin]: Full administrative rights to configure and manage projects, demands, programs, portfolios, resources, time cards, agile development, and timeline visualization.

    Demand Management Roles

    • Demand Manager [itdemandmanager]: Access to all Demand Management modules with additional project, resource, timeline, and rate model user capabilities.
    • 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 with limited modification rights on Project Task fields.
    • Project Manager [itprojectmanager]: Full access to project management features, including project, task, and resource plan management; includes timecard approver privileges.

    Program Management Roles

    • Program Manager [itprogrammanager]: Access to all programs with associated user and demand management privileges.

    Resource Management Roles

    • Resource Manager [resourcemanager]: Responsible for reviewing and allocating resource plans; managing skills, groups, schedules, and related attributes.
    • Resource User [resourceuser]: Can create resource plans and requests but cannot modify confirmed or allocated plans. Typically assigned to project managers.
    • PPS Resource [ppsresource]: Identifies users or groups eligible for resource planning and visibility in resource plans.

    Innovation Management Roles

    • Idea Admin [ideaadmin]: Creates and configures idea modules and categories; manages ideas and associated tasks.
    • Idea Manager [ideamanager]: Manages ideas and creates corresponding project or demand tasks.
    • Idea Manager Professional [ideamanagerprofessional]: Similar to Idea Manager with extended capabilities for creating stories, epics, and features from ideas.

    Time Card Management Roles

    • Time Card Admin [timecardadmin]: Full write access to all time cards.
    • Time Card Approver [timecardapprover]: Approves or rejects time cards submitted by users.
    • Time Card User [timecarduser]: Creates personal time cards.

    Rate Model Roles

    • Rate Model Admin [itratemodeladmin]: Complete management and configuration rights of rate models, including import/export and administration.
    • Rate Model User [ratemodeluser]: Read-only access to view rate models and rate lines.

    Practical Implications for ServiceNow Customers

    Understanding these roles helps you assign appropriate permissions based on job responsibilities, ensuring secure and efficient use of PPM Standard features. For example, assign Project Manager roles to those managing projects and tasks, while administrative roles like PPS Admin are suited for configuration and governance. Resource and demand management roles enable control over allocation and demand lifecycle. Time card and rate model roles support tracking and financial configuration functions. Correct role assignment enhances collaboration, governance, and operational efficiency within your PPM environment.

    Roles are added with activation of PPM Standard plugin.

    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 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_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.
    • 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. This is a read-only role. None