---
sourceDocument: Brazil Governance, Risk, and Compliance
sourceDocumentLink: https://www.servicenow.com/docs/r/governance-risk-compliance

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Governance, Risk, and Compliance

ft:clusterId :

    - grc

bundleId :

    - grc

workflow :

    - Technology


---

# Roles required for Advanced planning capability

# Roles required for Advanced planning capability {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read
Summarize  
![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI  
This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.  

## Summary of Roles required for Advanced planning capability

The advanced planning capability in ServiceNow integrates Advanced Audit with Project Portfolio Management (PPM), enabling users to create equivalent projects for engagements and utilize planning features such as resource planning and cost planning directly from the engagement.
Proper role assignments are essential to access and manage these features efficiently.
Show full answer Show less  

## Engagement Planning Features and Role Requirements

* **Resource Planning:**

  Users can check resource availability, create, and manage resource plans within the project workspace. Specific roles include:
  * **Manage and add resource plans:** snaudit.manager plus resourceuser or resourcemanager
  * **Confirm and allocate resource plans:** resourcemanager
  * **View resource plans:** Users with access to the engagement and roles such as snppmread, timecarduser, or resourceuser
* **Cost Planning:**

  Users can create and manage project cost plans specifying unit costs for fiscal periods. Role assignments include:
  * **Manage cost plans:** snaudit.user or snaudit.manager plus itprojectmanager
  * **Add new cost plans:** snaudit.user or snaudit.manager plus projectmanager (itprojectmanager role is recommended)
  * **View cost plans:** Users with engagement access and roles such as snppmfinanceread, demandmanager, programmanager, portfoliomanager, or projectmanager
* **Resource Allocations:**

  After resource plans are created, resource managers confirm and allocate resources based on availability. Role requirements include:
  * Auditors need both ppsresource and snaudit.user or snaudit.externalauditor roles to be added to the auditors field on the engagement from the resource plan.
  * Resources require the ppsresource role to be added to resource plans.
* **Time Card Reporting:**

  Users can log hours on engagements and related tasks. Actual expenses and resource usage roll up if a project is associated. Role details include:
  * **Create time cards:** timecarduser
  * **View all time cards on engagements, audit tasks, milestones, and issues:** Users with engagement access plus snppmread, timecardapprover, or timecardadmin roles
  * **View own time cards on engagements and audit tasks:** Users with engagement access plus timecarduser role
  * **Approve submitted time cards:** timecardapprover (approval governed by the assigned time sheet policy)

## Practical Implications for ServiceNow Customers

To leverage advanced planning capabilities effectively, ensure that users have the appropriate roles assigned based on their responsibilities within resource management, cost planning, resource allocation, and time reporting. Proper role configuration enables seamless integration between Advanced Audit and PPM, facilitating comprehensive project and engagement planning while maintaining security and access controls.  
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.

## Engagement planning features and roles {#roles-for-audit-and-ppm__section_hwc_5lg_nmb}

To use the new features of advanced planning capability, users must have the following roles:{#roles-for-audit-and-ppm__table_dyd_fpg_nmb__entry__3}

| Feature name | 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](https://www.servicenow.com/docs/access?context=manage-resources-for-project&version=brazil&pubname=brazil-it-business-management&ft:locale=en-US) | * Users with sn_audit.manager plus resource_user or resource_manager roles would be able to manage and add resource plans. Users with resource_manager role would also be able to confirm and allocate the resource plans. * Users who already have access to the engagement and also have sn_ppm_read or timecard_user or resource_user roles are able to view the resource plans on the engagement. {#roles-for-audit-and-ppm__ul_ndx_3qg_nmb} |
| 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](https://www.servicenow.com/docs/access?context=t_CreateAProjectCostPlan&version=brazil&pubname=brazil-it-business-management&ft:locale=en-US) | * Users with sn_audit.user or sn_audit.manager plus it_project_manager roles would be able to manage the cost plans. * Users with sn_audit.user or sn_audit.manager plus project_manager roles would be able to add a new cost plan. Note: Users are suggested to use it_project_manager role instead of project_manager role by PPM product. * Users who already have access to the engagement can view the cost plans if they have one of the following roles: sn_ppm_finance_read, demand_manager, program_manager, portfolio_manager, or project_manager. {#roles-for-audit-and-ppm__ul_tdh_lqg_nmb} |
| Resource allocations | After resource requesters create a resource plan, resource managers can confirm the resources to move the plan to the Confirmed state. Resource managers can then allocate resources to the plan and move it to the Allocated state. Based on calendar and schedule information, resource managers view resource availability and select the resources under their management that can be confirmed and allocated to specific tasks. For more information, refer to [Resource allocation](https://www.servicenow.com/docs/access?context=r_AllocatingResources&version=brazil&pubname=brazil-it-business-management&ft:locale=en-US) | * Users need both pps_resource and sn_audit.user or sn_audit.external_auditor roles to be added to the auditors field on the engagement from the resource plan. * Users need pps_resource role to be added as resources to the resource plans. {#roles-for-audit-and-ppm__ul_qts_rqg_nmb} |
| Time card reporting | You can log hours in a time card for an engagement and other tasks on an engagement. If there is a project associated with an engagement, then the actual expenses and actual resources values roll up. To create a time card, see [Create a time card](https://www.servicenow.com/docs/access?context=t_CreateATimeCard&version=brazil&pubname=brazil-it-business-management&ft:locale=en-US). | * Users need timecard_user role to create a time card. * Users who already have access to the engagement, audit tasks, milestones, and issues can view all time cards on these items. They must also have sn_ppm_read or timecard_approver or timecard_admin roles. * Users who already have access to the engagement, audit tasks, milestones, and issues and also have the timecard_user role can view only their own time cards. They can view time cards they reported on the engagement, audit tasks, milestones, and issues. * Users need timecard_approver role to approve a submitted time card. The time sheet policy assigned to the user governs the approval process. {#roles-for-audit-and-ppm__ul_vmc_sxs_p4b} |
[Table 1. Engagement planning features and role requirement]

{#roles-for-audit-and-ppm__table_dyd_fpg_nmb}
**Related reference**   

* [Roles required for Engagement project planning for Project Portfolio Management](https://www.servicenow.com/docs/w2oxWxiGjAfYEu2HkPZe6w "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 for resource planning, cost planning, and more.")