---
sourceDocument: Brazil Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/it-business-management

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Roles installed with PPM Standard (Project Portfolio Management)

# Roles installed with PPM Standard (Project Portfolio Management) {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
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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 designed to support various functions within Project Portfolio Management (PPM).
These roles enable users to access and manage portfolios, projects, demands, resources, programs, innovation initiatives, time cards, and rate models according to their responsibilities.
Understanding these roles helps ServiceNow customers assign appropriate permissions for efficient PPM operations.
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## Project Portfolio Suite Roles

* **Portfolio Manager (itportfoliomanager):** Full access to all portfolios, including permissions of project and demand users, and budget owner capabilities via Financial Management.
* **PPS Admin (itppsadmin):** Administrative access to preferences, configurations, and settings across projects, demands, programs, portfolios, resources, time cards, and agile development.

## Demand Management Roles

* **Demand Manager (itdemandmanager):** Full access to all Demand Management modules.
* **Demand User (itdemanduser):** Access to Demand and Stakeholder modules.

## Project Management Roles

* **Portfolio User (itprojectportfoliouser):** View access to IT Portfolio Project records.
* **Project User (itprojectuser):** View project fields and modify certain fields on Project Tasks.
* **Project Manager (itprojectmanager):** Full project management capabilities including creating and managing projects, tasks, and resource plans. Includes timecard approval rights. For configuration changes, PPS Admin role is required.

## Program Management Roles

* **Program Manager (itprogrammanager):** Full access to all programs.

## Resource Management Roles

* **Resource Manager (resourcemanager):** Manage resource plans, allocate resources, create and update skills and groups, and view schedules.
* **Resource User (resourceuser):** Create resource plans and request resources but cannot modify confirmed or allocated plans. Typically assigned to project managers.
* **PPS Resource (ppsresource):** Identifies users/groups eligible for resource planning and appearances in resource plans.

## Innovation Management Roles

* **Idea Admin (ideaadmin):** Creates and configures idea modules and categories; manages ideas and initiates related tasks (stories, epics, projects, demands).
* **Idea Manager (ideamanager) and Idea Manager Professional (ideamanagerprofessional):** Manage ideas and create related tasks.

## Time Card Management Roles

* **Time Card Admin (timecardadmin):** Write access to all time cards.
* **Time Card Approver (timecardapprover):** Approves or rejects submitted time cards.
* **Time Card User (timecarduser):** Creates and submits own time cards.

## Rate Model Roles

* **Rate Model Admin (itratemodeladmin):** Full management of rate models and rate lines, including configuration, import/export, and administration.
* **Rate Model User (ratemodeluser):** Read-only access to rate models and lines.

## Practical Application for ServiceNow Customers

Assigning these predefined roles according to user responsibilities ensures secure and effective management of your PPM environment. For example, project managers can oversee projects and resources while resource managers control allocation and skills. Administrators have broad control over configurations and settings. Understanding role capabilities helps maintain proper access controls and supports streamlined PPM processes.  
Roles are added with activation of PPM Standard plugin.

## Project Portfolio Suite roles

Project Portfolio Suite adds the following roles.{#roles-installed-with-PPS-finance__roles_PPS__entry__3}

| 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, and agile development. | * it_program_manager * it_portfolio_manager * it_project_manager * it_demand_manager * pps_admin * timeline_admin * rate_model_admin {#roles-installed-with-PPS-finance__ul_qz2_dmb_nbb} |
[ ]

{#roles-installed-with-PPS-finance__roles_PPS}

## Demand management roles

Demand management adds the following roles.{#roles-installed-with-PPS-finance__roles_DemandMgmt__entry__3}

| 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 |
[ ]

{#roles-installed-with-PPS-finance__roles_DemandMgmt}

## Project management roles

Project management adds the following roles.{#roles-installed-with-PPS-finance__roles_ProjectMgmt__entry__3}

| 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_managerThe project_manager role also contains the timecard_approver role. * timeline_user * rate_model_user |
[ ]

{#roles-installed-with-PPS-finance__roles_ProjectMgmt}

## Program management roles

Program management adds the following roles.{#roles-installed-with-PPS-finance__roles_ProgramMgmt__entry__3}

| 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 |
[ ]

{#roles-installed-with-PPS-finance__roles_ProgramMgmt}

## Resource management roles

Resource management adds the following roles.{#roles-installed-with-PPS-finance__roles_ResourceMgmt__entry__3}

| 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. {#roles-installed-with-PPS-finance__ul_c1p_dsr_gbb} | * 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 |
[ ]

{#roles-installed-with-PPS-finance__roles_ResourceMgmt}

## Innovation management roles {#roles-installed-with-PPS-finance__section_rjk_r2n_b3b}

Innovation Management adds the following roles:{#roles-installed-with-PPS-finance__roles_innovation_management__entry__3}

| 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. {#roles-installed-with-PPS-finance__ul_krt_kgc_rhb} | 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 |
[ ]

{#roles-installed-with-PPS-finance__roles_innovation_management}

## Time card management roles

Time card management adds the following roles.{#roles-installed-with-PPS-finance__roles_TimeCardMgmt__entry__3}

| Role title \[name\] | Description | Contains roles |
|-|-|-|
| Time card admin \[timecard_admin\] | Has write access to all time cards. | * timecard_user * timecard_approver {#roles-installed-with-PPS-finance__ul_svq_ph1_ky} |
| 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 |
[ ]

{#roles-installed-with-PPS-finance__roles_TimeCardMgmt}

## Rate model roles {#roles-installed-with-PPS-finance__section_vbb_5mt_gfb}

{#roles-installed-with-PPS-finance__table_t4p_vmt_gfb__entry__3}

| 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 {#roles-installed-with-PPS-finance__ul_ibz_ymt_gfb} |
| Rate model user \[rate_model_user\] | View rate model and rate lines. This is a read-only role. | None |
[ ]

{#roles-installed-with-PPS-finance__table_t4p_vmt_gfb}