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

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    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Governance, Risk, and Compliance

ft:clusterId :

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---

# Roles required for Advanced planning capability

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

Release version: Australia  
Updated March 12, 2026  
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## Summary of Roles required for Advanced planning capability

The advanced planning capability integrates Advanced Audit with Project Portfolio Management (PPM) in ServiceNow.
It automatically creates a project equivalent for each engagement, enabling enhanced planning features such as resource planning and cost planning directly from the engagement interface.
To leverage these new features, users must be assigned specific roles that grant the necessary permissions.
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## Engagement Planning Features and Role Requirements

* **Resource Planning:** Allows resource requesters to check resource availability and create/manage resource plans within the project workspace.
  * Users with `snaudit.manager` plus `resourceuser` or `resourcemanager` roles can manage and add resource plans.
  * Users with `resourcemanager` role can confirm and allocate resource plans.
  * Users with access to the engagement and roles like `snppmread`, `timecarduser`, or `resourceuser` can view resource plans.
* **Cost Planning:** Enables creation and management of project cost plans to specify unit costs for fiscal periods.
  * Users with `snaudit.user` or `snaudit.manager` combined with `itprojectmanager` can manage cost plans.
  * Users with `snaudit.user` or `snaudit.manager` plus `projectmanager` roles can add new cost plans, though using `itprojectmanager` is recommended.
  * Users with roles such as `snppmfinanceread`, `demandmanager`, `programmanager`, `portfoliomanager`, or `projectmanager` and access to the engagement can view cost plans.
* **Resource Allocations:** Resource managers confirm and allocate resources to plans, updating plan states accordingly. They use calendar and schedule data to select appropriate resources under their management.
  * Users need `ppsresource` and either `snaudit.user` or `snaudit.externalauditor` roles to be auditors on the engagement from the resource plan.
  * `ppsresource` role is required for users to be added as resources in resource plans.
* **Time Card Reporting:** Enables logging of hours spent on engagements and related tasks, rolling actual expenses and resource values into associated projects.
  * `timecarduser` role is required to create time cards.
  * Users with `snppmread`, `timecardapprover`, or `timecardadmin` roles and access to engagements or audit tasks can view all time cards.
  * `timecarduser` role holders can view only their own reported time cards.
  * `timecardapprover` role holders can approve submitted time cards, governed by the assigned timesheet policy.

## Practical Implications for ServiceNow Customers

Assigning the correct roles is essential for enabling users to perform advanced planning tasks within engagements linked to PPM projects. Proper role allocation ensures users can efficiently manage and view resource plans, cost plans, resource allocations, and time card entries. This structured access supports better project and audit management by integrating planning and tracking functions across teams.  
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=australia&pubname=australia-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=australia&pubname=australia-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=australia&pubname=australia-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=australia&pubname=australia-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 if they have the sn_ppm_read, timecard_approver, or timecard_admin role. * Users with the timecard_user role can view only the time cards they reported on engagements, audit tasks, milestones, and issues they can access. * 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/mcAkQqKTxQIgNn9J66oV5g "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.")