User roles installed with Project Portfolio Suite with Financials

Project Portfolio Suite roles

Project Portfolio Suite adds the following roles.
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

Demand management roles

Demand management adds the following roles.
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
Demand user

[it_demand_user]

Can access the Demand and Stakeholders modules of the Demand Management application.
  • demand_user
  • pps_resource

Project management roles

Project management adds the following roles.
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 modify a few Project form fields, such as journal fields. Can also modify additional fields on the Project Task form, such as Time constraint and State.
  • it_project_portfolio_user
  • project_user
  • pps_resource
Project manager

[it_project_manager]

Has configuration access right to all Project Management application features and functionality.
  • resource_user
  • it_demand_manager
  • it_project_user
  • project_manager

    The project_manager role also contains the timecard_approver role.

  • timeline_user

Program management roles

Program management adds the following roles.
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

Resource management roles

Resource management adds the following roles.
Role title [name] Description Contains roles
Resource manager

[resource_manager]

Users with this role can review resource plans, and confirm and allocate resources to tasks.
  • resource_user
  • timecard_approver
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

Test management roles

Test management adds the following roles.
Role title [name] Description Contains roles
Test manager

[tm_test_manager]

Manages test plans and test suites (metadata). Has all privileges within test management, including planning, execution, and administration.
  • tm_tester
Tester

[tm_tester]

Executes test cases and tests.
  • feature_user

Agile development roles

Agile development adds the following roles.
Role title [name] Description Contains roles
Scrum master

[scrum_master]

A scrum master guides team members through a sprint and serves as a sounding board for issues that arise.

A scrum master can move stories between a release backlog and a sprint. This user can create and manage:

  • Epics
  • Stories
  • Sprints
  • Team Members
  • scrum_sprint_planner
  • scrum_story_creator
Scrum product owner

[scrum_product_owner]

Users with this role are responsible for the business value of a project and for maintaining the product backlog.

A product owner can move stories between the product backlog and releases. This user can create and manage:

  • Themes
  • Epics
  • Stories
  • Products
  • Releases
  • Teams
  • scrum_release_planner
  • scrum_story_creator
Scrum release planner

[scrum_release_planner]

Users with this role perform release planning activities.

A release planner can create and manage:

  • Themes
  • Products
  • Releases
  • scrum_user
  • scrum_story_creator
Scrum sprint planner

[scrum_sprint_planner]

Users with this role manage the sprint process.

A sprint planner can create and manage:

  • Stories
  • Scrum Teams
  • Sprints
  • scrum_user
  • scrum_story_creator
Scrum story creator

[scrum_story_creator]

Users with this role create the descriptive elements of a product.

A story creator can create and manage:

  • Epics
  • Stories
  • Tasks
scrum_user
Scrum team member

[scrum_team_member]

Users with this role are the scrum users who do the work on a story in a sprint.

A team member can create a scrum task, update a story (such as status and comment), and log enhancement requests or defect reports.

  • scrum_user
  • rm_defect_admin
  • rm_enhancement_admin
  • rm_scrum_task_admin
[feature_user] The role grants the user access to the Defect [rm_defect] and Enhancement [rm_enhancement] tables.

A feature user can log enhancement requests or defect reports. Users with the scrum_story_creator role can create stories for these requests in Agile. Users with the feature_user role can see only the Defects and Enhancements modules in the Agile Development application. The feature_user role does not grant any scrum privileges to the user.

  • None
Scrum task admin

[rm_scrum_task_admin]

Scrum task administrator with access to [rm_scrum_task] table.
  • None
Scrum user

[scrum_user]

Basic scrum role that all other roles inherit. It confers read-only rights to the Agile Development application.

A scrum user can view all elements of agile, but cannot create, edit, or manage records of any type.

  • None

Time card management roles

Time card management adds the following roles.
Role title [name] Description Contains roles
Time card admin

[timecard_admin]

Has write access to all time cards.
  • timecard_user
  • timecard_approver
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