Roles required for Engagement project planning for Project Portfolio Management

Release version: Australia

Updated March 12, 2026

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Summary of Roles Required for Engagement Project Planning for Project Portfolio Management

The advanced planning capability in Project Portfolio Management (PPM) integrates with Advanced Audit to facilitate engagement project planning. This includes creating equivalent projects for engagements and utilizing features for resource and cost planning.

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Key Features

Resource Planning: Users can find resource availability and manage resource plans. Roles include:
- resourceuser: Can add resource plans.
- itprojectmanager: Can manage and add resource plans.
- resourcemanager: Can confirm and allocate resource plans.
- snppmread, timecarduser: Can view resource plans.
Cost Planning: Users create cost plans to capture project costs. Roles include:
- snaudit.user, snaudit.manager, itprojectmanager: Can manage cost plans.
- projectmanager: Can add new cost plans.
It is recommended to use the itprojectmanager role for adding cost plans.
Related Links: Users with specific roles can access features to enter budgets, move projects, and calculate completion estimates. Roles include:
- portfoliomanager: Required to create project budgets.
- projectmanager: Required to calculate completion estimates and move projects.
Use itportfoliomanager and itprojectmanager roles when adding roles manually for these functions.

Key Outcomes

By understanding these roles and their associated permissions, ServiceNow customers can effectively manage engagement projects, ensuring accurate resource allocation and cost management, ultimately leading to successful project outcomes.

The advanced planning capability enables integration of Advanced Audit with the Project Portfolio Management (PPM) product. The capability creates an equivalent project for the engagement, and provides planning features that could be used for resource planning, cost planning, and so on, from the engagement project.

Engagement-project planning features and roles

To understand the roles required for using the engagement-project planning features, see the following table:

Table 1. Engagement-project planning features and role requirements
Feature	Description	Roles and their scope
Resource planning	As a resource requester, find the availability of the resources, and create and manage the resource plans for the project and project tasks in the project workspace. For more information, refer to Create and manage resource plans for a project	Users with at least resource_user role can add resource plans using the New button and with it_project_manager role can manage and add new resource plans using the Manage button. Users with resource_manager role would be able to confirm and allocate resource plans. Users with sn_ppm_read or timecard_user or resource_user role would be able to see the resource plans for the engagement project.
Cost planning	Project cost plans capture the costs of projects. Create a cost plan to specify the unit cost of a cost type for a fiscal period. For more information, refer to Create a project cost plan	Users with sn_audit.user or sn_audit.manager role and it_project_manager would be able to manage the cost plan. Users with the it_project_manager role can add new cost plans. Users with sn_audit.user or sn_audit.manager and project_manager role would be able to add a new cost plan. Users with sn_audit.user or sn_audit.manager role and project_manager role would be able to add a new cost plan. Users are suggested to use the it_project_manager role instead of project_manager role by PPM. Users with the it_project_manager role can also add new cost plans.
Related links on Engagement project	Users can enter the project budget, move projects, calculate completion estimates for the engagement project using the related links which appear based on the roles and permissions.	Users need portfolio_manager role to create project budget. If a user role is being added manually, use the it_portfolio_manager role instead of portfolio_manager role. Users need project_manager role to be able to calculate completion estimates, and move project. If a user role is being added manually, use the it_project_manager role instead of project_manager role.