Read-only roles for Financial Management - Legacy
You can restrict the level of access of your users with a read-only role that enables them to view the Financial Management (FM) dashboards. Users with the read-only role can view FM reports and the underlying tables that provide data.
Plugin information
If you are a new customer, the Read only roles for PPM Standard (com.snc.pmo_read_roles) plugin is activated on zBoot. However, you also require Financial Management For APM (com.snc.financial_management_for_apm) plugin, which activates Performance Analytics – Content Pack – Financial Management for Application Portfolio Management (com.snc.pa.fm.apm) plugin. With this plugin you can access the FM APM dashboards.
Why read-only roles for FM
Read only roles for Financial Management (sn_itfm_read) is available when Read only roles for PPM Standard plugin (com.snc.pmo_read_roles) is activated. Users with this role can access dashboards and view reports in Financial Management for Application Portfolio Management. To assign user roles, including read-only roles, see assign a role to a user.
Dashboards accessible to users with FM read role
Following are the dashboards available for users with the read-only role:
- Financial Management Application TCO dashboard
- Costing for Business Applications dashboard
- CIO dashboard
Tables accessible to users with FM read role
Following are the Financial Management tables that the users with the FM read role can access:
| Label | Table name |
|---|---|
| Cost Allocation Aggregate | itfm_allocation_aggregate |
| Cost Allocation | itfm_allocation |
| Financial Model | itfm_cost_model |
| Bucket | itfm_bucket |
| Segment Definition | itfm_ca_segment_map |
| IT Shared Service | itfm_shared_service |
| Cost Allocation Breakdown Aggregate | itfm_allocation_breakdown |