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Installed with Project Portfolio Suite with Financials

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Installed with Project Portfolio Suite with Financials

Several components are installed with the Project Portfolio Suite with Financials application.

Demo data is available with Project Portfolio Suite with Financials. The demo data provides sample projects, demands, programs, portfolios, expense lines. The demo data also provides sample cost plans and budget plans for the sample projects and demands.

Plugins installed with Project Portfolio Suite with Financials

Plugins are installed with activation of Project Portfolio Suite with Financials, if they are not already active.

Project Portfolio Suite with Financials plugins

Project Portfolio Suite with Financials adds the following plugins.
Plugin Name Description
Project Portfolio Suite

[com.snc.project_portfolio_suite]

Activates an integrated set of applications for project portfolio management and IT software development.
Financial Planning

[com.snc.financial_planning]

Enables financial analysts to assemble spending data, build cost models, and generate reports to show how funds are being allocated.
Rate Model

[com.snc.rate_model]

Delivers date-effective hourly rates for a specific set of criteria coming from the project, demand, or time card being processed.

Project Portfolio Suite plugins

Project Portfolio Suite adds the following plugins.
Plugin Name Description
Demand Management

[com.snc.demand_management]

Enables capturing the demands and provide tools to screen, assess and prioritize them.
Project Management

[com.snc.project_management_v3]

Enables planning, organizing and managing projects and resources in order to setup, execute, and complete a project faster and easier.
Resource Management

[com.snc.resource_management]

Enables resource requesters and resource managers to plan, organize, and manage resources for both planned and operational work.
Agile Development

[com.snc.sdlc.scrum.pp]

Enables the Scrum methodology as an iterative and incremental process for software development environments.
Test Management

[com.snc.test_mgmt]

Enables to manage all the phases of the testing process.

Demand management plugins

Demand management adds the following plugins.
Plugin Name Description
Process Flow Formatter

[com.snc.process_flow_formatter]

Summarize multiple pieces of information about a process and display the stages graphically at the top of a form.
Assessment

[com.snc.assessment_core]

Evaluate, score, and rank records from tables in the system. Evaluate results using unique graphical views designed to highlight key performance information.
Timeline Visualization

[com.snc.timeline_visualization]

Provide a high-level graphical representation of your strategic and operational activities for your organization such as incidents, problems, changes, and projects.

Project management plugins

Project management adds the following plugins.
Plugin Name Description
Checklist

[com.glide.ui.checklist]

Checklists for tasks.
Cost Management

[com.snc.cost_management]

Enables the definition and tracking of configuration item costs. Uses rate cards with CIs, contracts, and projects.
Process Flow Formatter

[com.snc.process_flow_formatter]

Displays the different stages in a linear process flow across the top of a record.
Skills Management

[com.snc.skills_management]

Enables an administrator to assign configured competencies, called skills, to groups or individual users.
Timeline Visualization

[com.snc.timeline_visualization]

Enables graphical representation of activities over time.
Time card management

[com.snc.time_card]

Enables the creation of linear timelines for any activity that is bounded by two dates, such as the actual start and end dates on a project task.

Resource management plugins

Project management adds the following plugins.
Plugin Name Description
Cost Management

[com.snc.cost_management]

Enables the definition and tracking of configuration item costs. Uses rate cards with CIs, contracts, and projects.
Process Flow Formatter

[com.snc.process_flow_formatter]

Displays the different stages in a linear process flow across the top of a record.

Agile development plugins

Agile development adds the following plugins.
Plugin Name Description
Model Management

[com.snc.model]

Enables managing, and maintaining the model categories, models, suites and bundled models.
SDLC - SCRUM

[com.snc.sdlc.scrum]

Includes SDLC plugin, and enables adding additional agile notions like epics, stories, and sprints.
Custom Charts

[com.glideapp.custom_charts]

Enables creating charts when there is a requirement that cannot be satisfied with the Report application.
Context Ranking

[com.glide.sorting]

Supports drag and drop lists and ranking the dialogs.
NG Shared components

[com.glide.ui.ng]

Common Libraries and Services.

Tables installed with Project Portfolio Suite with Financials

Tables are added with activation of Project Portfolio Suite with Financials.

Project Portfolio Suite with Financials tables

Project Portfolio Suite with Financials adds the following tables.
Table Description
Cost Plan

[cost_plan]

Cost plan for the resources required for the project.
Cost Plan Breakdown

[cost_plan_breakdown]

Cost breakdown of resources based on project, program, or portfolio. These records are rollups of all costs. Project task cost plans are not rolled up to the project.
Cost Type Definition

[resource_type_definition]

Definitions of cost types, which specify either an operating expense or capital expense, and can link accounts in the General Ledger [itfm_gl_accounts] table. The General Ledger table is installed with the Financial Management application.
Project Funding

[project_funding]

Project or demand target and budget expense values for both capital and operating expenses. The records in this table are for a single fiscal year.
Benefit Plan

[benefit_plan]

Benefit plan for the potential benefits which can be accrued by the project or demand.
Benefit Breakdown

[benefit_plan_breakdown]

Benefit breakdown for the project or demand. These records are rollups of all benefits.
Budget Reference Rates

[itfm_fx_rate]

The exchange rates that budgets use.

Project Portfolio Suite tables

Project Portfolio Suite adds the following tables.
Table Description
Project Stakeholder

[pm_m2m_project_stakeholder]

Stores all stakeholders who are associated with one or more projects.
Project Time Card Exception

[project_timecard_exception]

Stores time card information such as Week starts on, User, Project, and State of the time cards.
Project Time Category

[project_time_category]

Stores project sub-categories created for time cards.
Time Sheet Exception

[time_sheet_exception]

Stores time sheet information such as Week starts on, User, and State of the time sheets.

Demand management tables

Demand management adds the following tables.
Table Description
Demand

[dmn_demand]

Stores all demands.
Decision

[dmn_decision]

Stores all decisions.
Stakeholder Register

[dmn_stakeholder_register]

Stores all stakeholders.
Requirement

[dmn_requirement]

Stores all requirements.
Demand Stakeholder

[dmn_m2m_demand_stakeholder]

Stores all stakeholders who are associated with one or more demands.
Demand Stage Config

[dmn_stage_config]

Stores the images displayed in the demand stage pop-up window.
Idea

[idea]

Stores all ideas.

Project management tables

Project management adds the following tables.
Table Description
Goal

[goal]

Project goals.
Issue

[issue]

Project issues.
Personalize Workbench

[workbench_config_user]

Configuration settings for each user that utilizes the workbench.
Portfolio

[pm_portfolio]

Portfolios.
Portfolio Project

[pm_portfolio_project]

Portfolio projects.
Portfolio Project Goal

[pm_portfolio_goal]

Portfolio project goals.
Portfolio Project Issue

[pm_portfolio_issue]

Portfolio project issues.
Portfolio Project Relationships

[pm_m2m_portfolio_project]

All relationships between a portfolio and each project in the portfolio.
Portfolio Project Risk

[pm_portfolio_risk]

Portfolio project risks.
Project

[pm_project]

All projects.
Project Task

[pm_project_task]

All tasks used in projects.
Project Task Link

[pm_project_task_link]

All records for linked changes (installed with the v3 plugin).
Project Template

[project_template]

Project templates.
Project Template Configuration

[project_template_config]

Configuration settings for project templates.
Project Template Task

[project_template_task]

Tasks in project templates.
Risk

[risk]

Project risks.
Project Change Request

[project_change_request]

Project change requests.
Status Report

[project_status]

Project status reports.
Teamspace

[pm_app_config]

All teamspaces, which refer to the tables that are created for the teamspaces. See Installed with teamspaces for a list of teamspace tables.
Planned task Relationship

[planned_task_rel_planned_task]

Predecessor and successor tasks in a dependent relationship, including task lag values.
Baseline

[planned_task_baseline]

All baselines.
Baseline Item

[planned_task_baseline_item]

All tasks that are part of baselines.
Task Relationship

[task_rel_task]

Predecessor and successor tasks in a dependent relationship.
Planned task Recalculation Exclusions

[planned_task_recalculation_exclusions]

Defines tables that are excluded from recalculation (start and end dates). For example, the table is used for all sub tables under planned_task to exclude tables from being recalculated.

This table allows you to configure the tables from which you would not like to perform the recalculation from.

Program management tables

Program management adds the following tables.
Table Description
Program Task

[pm_program_task]

All the tasks in program
Program

[pm_program]

All programs

Resource management tables

Resource management adds the following tables.
Table Description
Group Resource Roles

group_has_resource_role

Stores the resource roles for the groups with pps_resource_role. The roles in this table are populated from the User Resource Role [user_has_resource_role] table of the users that are part of a group.

The table is read-only.

Requested Allocation Daily

[requested_allocation_daily]

Stores day-level breakdown for requested allocations.

The table is read-only.

Resource Allocation

[resource_allocation]

Allocations for resources.
Resource Allocation Daily

[resource_allocation_daily]

On a day-to-day basis, stores the events that are created through a resource plan. Also stores:
  • User created calendar events as records.
  • Actual hours that a user has spent on a task, project, or any other type of activity, such as meeting or admin work.
Resource Aggregate Daily

[resource_aggregate_daily]

On a day-to-day basis, stores aggregated values, such as capacity, allocated hours in a project, confirmed hours in a project, non-project time, actual hours, and availability of every user.
Resource Aggregate Weekly

[resource_aggregate_weekly]

On a weekly basis, stores aggregated values, such as capacity, allocated hours in a project, confirmed hours in a project, non-project time, actual hours, and availability of every user. The values in the table are asynchronously updated on every insert/update/delete to the Resource Allocation Daily [resource_allocation_daily] table.
Resource Aggregate Monthly

[resource_aggregate_monthly]

On a monthly basis, stores aggregated values, such as capacity, allocated hours in a project, confirmed hours in a project, non-project time, actual hours, and availability of every user. The values in the table are asynchronously updated on every insert/update/delete to the Resource Allocation Daily [resource_allocation_daily] table.
Requested Allocation

[requested_allocation]

Allocations for resource plans.
Resource Event

[resource_event]

Stores events that are created for a user.
Resource Event Color

[resource_event_color]

The colors that the application displays for each event type.
Resource Plan

[resource_plan]

All resource plans. These columns were added for Helsinki: top_task, program, portfolio.
Resource Report

[resource_report]

Resource reports that you can generate and save.
Resource Report Chart

[resource_report_chart]

This table is not used.
Resource Report Daily

[resource_report_daily]

Daily resource reports that you can generate and save.
Resource Report Export

[resource_report_export]

Saves JPG and PNG exports of resource management reports.
Resource Report Monthly

[resource_report_monthly]

Monthly resource reports that you can generate and save.
Resource Role

[resource_role]

Stores project specific roles.
User Resource Role

[user_has_resource_role]

Stores the resource roles for a user.
User Calendar Event

[user_calendar_event]

Stores events that are created in the calendar of a user.
User Schedule

[user_has_schedule]

Stores the schedule for a user.

Test management tables

Test management adds the following tables.
Table Description
Test Case

[tm_test_case]

Stores the test cases.
Test Case Instance

[tm_test_case_instance]

Extends the Planned Task table.
Test Suite

[tm_test_suite]

Stores the test suites.
Test Environment

[tm_test_environment]

Stores the test environments.
Test

[tm_test]

Stores the tests
Test Instance

[tm_test_instance]

Stores the tests under a test plan.
Test Plan

[tm_test_plan]

Stores the test plans. Extends the Planned Task table.
Test Case Defects

[m2m_tm_test_case_instance_defect]

Stores the test case defects that are recorded for failed tests.

Agile development tables

Agile development adds the following tables.
Table Description
Agile development tables
Application Model

[cmdb_application_product_model]

Represents whole product whose releases are being managed.
Release Product

[m2m_product_release]

Represents all managed products.
Story Dependencies

[m2m_story_dependencies]

Represents all related stories (prerequisite and dependent) to an existing story.
Scrum task

[rm_scrum_task]

Represents a discrete amount of work for a story carried out during a sprint.
Release team member

[scrum_pp_release_team_member]

Represents the list of users who are part of a release.
Sprint team member

[scrum_pp_sprint_team_member]

Represents the list of users who are part of a sprint.
Team

[scrum_pp_team]

Represents who completes scrum tasks and stories during releases and sprints.
Team name

[scrum_pp_team_name]

Represents the name of the scrum team.
Theme

[scrum_theme]

Represents either a tangible product (such as a trading application) or an abstract goal (such as performance tuning).
SDLC Scrum tables
Scrum release

[rm_release_scrum]

Represents individual versions (releases) of the product. Each release contains a list of sprints with a time range in which the stories in those sprints must be completed.
Sprint

[rm_sprint]

Stores sprints, which are the backlog items to be addressed together during a given time period.
Epic

[rm_epic]

Represents related stories or requirements that you have not yet transformed into stories.
Story

[rm_story]

Represents self-contained pieces of work that can be completed within a sprint.
Software Development Life Cycle (SDLC) tables
Defect

[rm_defect]

Represents a deviation from the expected behavior of a product.
Documentation Task

[rm_doc]

Represents documentation tasks for the product.
Enhancement

[rm_enhancement]

Represents an improvement to an existing product.
SDLC release

[rm_release_sdlc]

Represents individual versions of the product.
Testing Task

[rm_test]

Represents testing tasks for the product.

Time card management tables

Time card management adds the following tables.
Table Description
Time Card

[time_card]

Stores time logged by the user against a category such as a task, meeting, or training.
Time Sheet

[time_sheet]

Groups all time cards for the user for a week.
Time Sheet Policy

time_sheet_policy

Stores all time sheet policies.

Rate model tables

Rate model add the following tables.
Table 1.
Table Description
Rate Model

[rate_model]

Stores rate model definition.
Rate Model Entity

[rate_model_entity]

List of entities from which the attributes can be selected.
Rate Model Entity Attribute

[rate_model_entity_attribute]

List of attributes in the entities.
Rate Model Line

[rate_model_line]

Stores rate line values.
Rate Model Line Attribute

[rate_model_line_attribute]

Stores rate line attributes that are added from the entities.
Rate Line Import Set

[imp_rate_model_line]

Stores import sets that you imported into the instance.

Roles installed with Project Portfolio Suite with Financials

Roles are added with activation of 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
PPS admin

[it_pps_admin]

Can view and modify the preferences, configurations, and settings for projects, demands, programs, portfolios, resources, time cards, agile development, and timeline visualization.
  • it_program_manager
  • it_portfolio_manager
  • it_project_manager
  • it_demand_manager
  • pps_admin
  • timeline_admin
  • rate_model_admin

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
  • rate_model_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
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
  • rate_model_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, confirm, and allocate resources to tasks.
  • Create skills and view them in the User Skills list.
  • Read schedules.
  • Create and update a group of type pps_resource.
  • Add members to a group of type pps_resource.
  • Update group name, group email, parent, description, manager, average daily FTE hours/hours per person day, and hourly rate.
  • 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

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 story editor

scrum_story_editor

Users with this role has edit access to the Story [rm_story] table. 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
  • scrum_story_editor
  • scrum_story_creator
  • 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

Rate model roles

Table 2.
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
Rate model user

[rate_model_user]

View rate model and rate lines.
  • None
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