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Read-only roles for Financial Management

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Read-only roles for Financial Management

You can restrict the level of access of your users with a read-only role that enables them to view the Financial Management (FM) dashboards. Users with the read-only role can view FM reports and the underlying tables that provide data.

Plugin information

If you are a new customer, the Read only roles for Project Portfolio Suite with Financials (com.snc.pmo_read_roles) plugin is activated on zBoot. However, you also require Financial Management For APM (com.snc.financial_management_for_apm) plugin, which activates Performance Analytics – Content Pack – Financial Management for Application Portfolio Management (com.snc.pa.fm.apm) plugin. With this plugin you can access the FM APM PA dashboards.

Why read-only roles for FM?

Read only roles for Financial Management (sn_itfm_read) is available when Read only roles for Project Portfolio Suite with Financials (com.snc.pmo_read_roles) plugin is activated. Users with this role can access dashboards and view reports in Financial Management for Application Portfolio Management. To assign user roles, including read-only roles, see assign a role to a user.

Dashboards accessible to users with FM read role

Following are the dashboards available for users with the read-only role:

  • Financial Management Application TCO dashboard
  • Costing for Business Applications dashboard
  • CIO dashboard

Tables accessible to users with FM read role

Following are the Financial Management tables that the users with the FM read role can access:

Table 1. FM tables
Label Table name
Cost Allocation Aggregate itfm_allocation_aggregate
Cost Allocation itfm_allocation
Financial Model itfm_cost_model
Bucket itfm_bucket
Segment Definition itfm_ca_segment_map
IT Shared Service itfm_shared_service
Cost Allocation Breakdown Aggregate itfm_allocation_breakdown
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