<h2>Installed with PPM Standard (Project Portfolio Management)</h2><br/><div style="overflow-x:auto"> <html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en"><head><meta content="text/html; charset=UTF-8" /><meta name="copyright" content="(C) Copyright 2023" /><meta name="DC.rights.owner" content="(C) Copyright 2023" /><meta name="generator" content="DITA-OT" /><meta name="DC.type" content="reference" /><meta name="DC.title" content="Installed with PPM Standard (Project Portfolio Management)" /><meta name="abstract" content="Several components are installed with the activation of PPM Standard plugin." /><meta name="description" content="Several components are installed with the activation of PPM Standard plugin." /><meta name="DC.subject" content="PPM Standard, Project Portfolio Suite with Financials, installed components, installed components, plugins, Demand Management, installed components, Project Management, Resource Management, Test Management, Agile Development, Time Card Management, tables, Project Portfolio Suite, Program Management, user roles, user roles, user roles, Rate Model" /><meta name="keywords" content="PPM Standard, Project Portfolio Suite with Financials, installed components, installed components, plugins, Demand Management, installed components, Project Management, Resource Management, Test Management, Agile Development, Time Card Management, tables, Project Portfolio Suite, Program Management, user roles, user roles, user roles, Rate Model" /><meta name="DC.relation" scheme="URI" content="../../../product/project-portfolio-suite-with-financials/task/t_ActivateProjectPortfolioSuiteWithFinancials.html" /><meta name="DC.relation" scheme="URI" content="../../../product/it-business-management/reference/r_ITBusinessManagement.html" /><meta name="DC.relation" scheme="URI" content="../../../product/project-portfolio-suite/concept/c_ProjectPortfolioSuite.html" /><meta name="DC.relation" scheme="URI" content="../../../product/project-portfolio-suite-with-financials/concept/c_ProjectPortfolioSuiteWithFinancials.html" /><meta name="DC.creator" content="ServiceNow" /><meta name="DC.date.created" content="2023-02-02" /><meta name="DC.date.modified" content="2023-02-02" /><meta name="DC.format" content="XHTML" /><meta name="DC.identifier" content="r_InstalledWithProjectPortfolioSuiteWithFinancials" /><link rel="stylesheet" type="text/css" href="../../../CSS/commonltr.css" /><title>Installed with PPM Standard (Project Portfolio Management)</title></head><body> <div class="nested0" id="r_InstalledWithProjectPortfolioSuiteWithFinancials"> <h1 class="title topictitle1" id="ariaid-title1">Installed with PPM Standard (Project Portfolio Management)</h1> <div class="body refbody"><p class="shortdesc">Several components are installed with the activation of PPM Standard plugin.</p> <div class="section"> <p class="p">Demo data is available with Project Portfolio Management Standard. 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.</p> </div> </div> <div class="related-links"> <div class="familylinks"> <div class="parentlink"><strong>Parent Topic:</strong> <a class="link" href="../../../product/project-portfolio-suite-with-financials/task/t_ActivateProjectPortfolioSuiteWithFinancials.html" title="As an administrator, you can activate the PPM Standard plugin (com.snc.financial_planning_pmo) to install the Project Portfolio Management applications.">Activate PPM Standard (Project Portfolio Management)</a></div> </div> </div><div class="topic reference nested1" id="plugins-installed-with-PPS-finance"> <h2 class="title topictitle2" id="ariaid-title2">Plugins installed with PPM Standard (Project Portfolio Management)</h2> <div class="body refbody"><p class="shortdesc">Plugins are installed with activation of PPM Standard plugin, if they are not already active.</p> <div class="section"><h3 class="title sectiontitle">PPM Standard plugins</h3> <div class="p">PPM Standard adds the following plugins. <div class="tablenoborder"><table cellpadding="4" cellspacing="0" summary="" id="plugins-installed-with-PPS-finance__plugin_PPS_Finance" class="table" frame="border" border="1" rules="all"><colgroup><col /><col /></colgroup><thead class="thead" style="text-align:left;"><tr class="row"><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e236">Plugin Name</th><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e239">Description</th></tr></thead><tbody class="tbody"><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e236 ">Project Portfolio Suite<p class="p">[com.snc.project_portfolio_suite]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e239 ">Activates an integrated set of applications for project portfolio management and IT software development.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e236 ">Financial Planning <p class="p">[com.snc.financial_planning]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e239 ">Enables financial analysts to assemble spending data, build cost models, and generate reports to show how funds are being allocated.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e236 ">Rate Model <p class="p">[com.snc.rate_model]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e239 ">Delivers date-effective hourly rates for a specific set of criteria coming from the project, demand, or time card being processed.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e236 ">Ideation with PPM<p class="p">[com.snc.ppm_innovation_management]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e239 ">Enables your organization to collect new ideas, collaborate on ideas, and identify great ideas for implementation. Convert selected ideas to demands, stories, projects, and epics.</td></tr></tbody></table> </div> </div> </div> <div class="section"><h3 class="title sectiontitle">Project Portfolio Suite plugins</h3> <div class="p">Project Portfolio Suite adds the following plugins. <div class="tablenoborder"><table cellpadding="4" cellspacing="0" summary="" id="plugins-installed-with-PPS-finance__plugin_PPS" class="table" frame="border" border="1" rules="all"><colgroup><col /><col /></colgroup><thead class="thead" style="text-align:left;"><tr class="row"><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e313">Plugin Name</th><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e316">Description</th></tr></thead><tbody class="tbody"><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e313 ">Demand Management<p class="p">[com.snc.demand_management]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e316 ">Enables capturing the demands and provide tools to screen, assess and prioritize them.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e313 ">Project Management<p class="p">[com.snc.project_management_v3]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e316 ">Enables planning, organizing and managing projects and resources in order to setup, execute, and complete a project faster and easier.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e313 ">Resource Management<p class="p">[com.snc.resource_management]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e316 ">Enables resource requesters and resource managers to plan, organize, and manage resources for both planned and operational work.</td></tr></tbody></table> </div> </div> </div> <div class="section"><h3 class="title sectiontitle">Demand management plugins</h3> <div class="p">Demand management adds the following plugins. <div class="tablenoborder"><table cellpadding="4" cellspacing="0" summary="" id="plugins-installed-with-PPS-finance__plugin_DemandManagement" class="table" frame="border" border="1" rules="all"><colgroup><col /><col /></colgroup><thead class="thead" style="text-align:left;"><tr class="row"><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e379">Plugin Name</th><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e382">Description</th></tr></thead><tbody class="tbody"><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e379 ">Process Flow Formatter<p class="p">[com.snc.process_flow_formatter]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e382 ">Summarize multiple pieces of information about a process and display the stages graphically at the top of a form.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e379 ">Assessment<p class="p">[com.snc.assessment_core]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e382 ">Evaluate, score, and rank records from tables in the system. Evaluate results using unique graphical views designed to highlight key performance information.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e379 ">Timeline Visualization<p class="p">[com.snc.timeline_visualization]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e382 ">Provide a high-level graphical representation of your strategic and operational activities for your organization such as incidents, problems, changes, and projects.</td></tr></tbody></table> </div> </div> </div> <div class="section"><h3 class="title sectiontitle">Project management plugins</h3> <div class="p">Project management adds the following plugins. <div class="tablenoborder"><table cellpadding="4" cellspacing="0" summary="" id="plugins-installed-with-PPS-finance__plugin_ProjectManagement" class="table" frame="border" border="1" rules="all"><colgroup><col /><col /></colgroup><thead class="thead" style="text-align:left;"><tr class="row"><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e445">Plugin Name</th><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e448">Description</th></tr></thead><tbody class="tbody"><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e445 ">Checklist <p class="p">[com.glide.ui.checklist]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e448 ">Checklists for tasks.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e445 ">Cost Management <p class="p">[com.snc.cost_management]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e448 ">Enables the definition and tracking of configuration item costs. Uses rate cards with CIs, contracts, and projects.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e445 ">Process Flow Formatter <p class="p">[com.snc.process_flow_formatter]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e448 ">Displays the different stages in a linear process flow across the top of a record.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e445 ">Skills Management <p class="p">[com.snc.skills_management]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e448 ">Enables an administrator to assign configured competencies, called skills, to groups or individual users.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e445 ">Timeline Visualization <p class="p">[com.snc.timeline_visualization]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e448 ">Enables graphical representation of activities over time.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e445 ">Time card management <p class="p">[com.snc.time_card]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e448 ">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.</td></tr></tbody></table> </div> </div> </div> <div class="section"><h3 class="title sectiontitle">Resource management plugins</h3> <div class="p">Project management adds the following plugins. <div class="tablenoborder"><table cellpadding="4" cellspacing="0" summary="" id="plugins-installed-with-PPS-finance__plugin_ResourceManagement" class="table" frame="border" border="1" rules="all"><colgroup><col /><col /></colgroup><thead class="thead" style="text-align:left;"><tr class="row"><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e545">Plugin Name</th><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e548">Description</th></tr></thead><tbody class="tbody"><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e545 ">Cost Management <p class="p">[com.snc.cost_management]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e548 ">Enables the definition and tracking of configuration item costs. Uses rate cards with CIs, contracts, and projects.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e545 ">Process Flow Formatter <p class="p">[com.snc.process_flow_formatter]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e548 ">Displays the different stages in a linear process flow across the top of a record.</td></tr></tbody></table> </div> </div> </div> </div> </div> <div class="topic reference nested1" id="table-installed-with-PPS-finance"> <h2 class="title topictitle2" id="ariaid-title3">Tables installed with PPM Standard (Project Portfolio Management)</h2> <div class="body refbody"><p class="shortdesc">Tables are added with activation of PPM Standard plugin.</p> <div class="section"><h3 class="title sectiontitle">PPM Standard tables</h3> <div class="p">PPM Standard adds the following tables. <div class="tablenoborder"><table cellpadding="4" cellspacing="0" summary="" id="table-installed-with-PPS-finance__table_PPSWithFin" class="table" frame="border" border="1" rules="all"><colgroup><col /><col /></colgroup><thead class="thead" style="text-align:left;"><tr class="row"><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e718">Table</th><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e721">Description</th></tr></thead><tbody class="tbody"><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e718 ">Cost Plan <p class="p">[cost_plan]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e721 ">Cost plan for the resources required for the project.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e718 ">Cost Plan Breakdown <p class="p">[cost_plan_breakdown]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e721 ">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.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e718 ">Cost Type Definition <p class="p">[resource_type_definition]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e721 ">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.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e718 ">Project Funding <p class="p">[project_funding]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e721 ">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.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e718 ">Benefit Plan<p class="p">[benefit_plan]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e721 ">Benefit plan for the potential benefits that the project or demand can accrue.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e718 ">Benefit Breakdown<p class="p">[benefit_plan_breakdown]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e721 ">Benefit breakdown for the project or demand. These records are rollups of all benefits.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e718 ">Budget Reference Rates<p class="p">[itfm_fx_rate]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e721 ">The exchange rates that budgets use.</td></tr></tbody></table> </div> </div> </div> <div class="section"><h3 class="title sectiontitle">Project Portfolio Suite tables</h3> <div class="p" id="table-installed-with-PPS-finance__p_ndq_bbg_xs">Project Portfolio Suite adds the following tables. <div class="tablenoborder"><table cellpadding="4" cellspacing="0" summary="" id="table-installed-with-PPS-finance__table_jvx_5cf_my" class="table" frame="border" border="1" rules="all"><colgroup><col /><col /></colgroup><thead class="thead" style="text-align:left;"><tr class="row"><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e829">Table</th><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e832">Description</th></tr></thead><tbody class="tbody"><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e829 ">Project Stakeholder<p class="p">[pm_m2m_project_stakeholder]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e832 ">Stores all stakeholders who are associated with one or more projects.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e829 ">Project Time Card Exception<p class="p">[project_timecard_exception]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e832 ">Stores time card information such as Week starts on, User, Project, and State of the time cards.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e829 ">Project Time Category<p class="p">[project_time_category]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e832 ">Stores project sub-categories created for time cards.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e829 ">Time Sheet Exception<p class="p">[time_sheet_exception]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e832 ">Stores time sheet information such as Week starts on, User, and State of the time sheets.</td></tr></tbody></table> </div> </div> </div> <div class="section"><h3 class="title sectiontitle">Demand management tables</h3> <div class="p">Demand management adds the following tables. <div class="tablenoborder"><table cellpadding="4" cellspacing="0" summary="" id="table-installed-with-PPS-finance__table_DemandManagement" class="table" frame="border" border="1" rules="all"><colgroup><col /><col /></colgroup><thead class="thead" style="text-align:left;"><tr class="row"><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e906">Table</th><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e909">Description</th></tr></thead><tbody class="tbody"><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e906 ">Demand <p class="p">[dmn_demand]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e909 ">Stores all demands.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e906 ">Decision <p class="p">[dmn_decision]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e909 ">Stores all decisions.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e906 ">Stakeholder Register <p class="p">[dmn_stakeholder_register]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e909 ">Stores all stakeholders.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e906 ">Requirement <p class="p">[dmn_requirement]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e909 ">Stores all requirements.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e906 ">Demand Stakeholder <p class="p">[dmn_m2m_demand_stakeholder]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e909 ">Stores all stakeholders who are associated with one or more demands.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e906 ">Demand Stage Config <p class="p">[dmn_stage_config]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e909 ">Stores the images displayed in the demand stage pop-up window.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e906 ">Idea <p class="p">[idea]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e909 ">Stores all ideas.</td></tr></tbody></table> </div> </div> </div> <div class="section"><h3 class="title sectiontitle">Project management tables</h3> <div class="p">Project management adds the following tables. <div class="tablenoborder"><table cellpadding="4" cellspacing="0" summary="" id="table-installed-with-PPS-finance__table_ProjectManagement" class="table" frame="border" border="1" rules="all"><colgroup><col /><col /></colgroup><thead class="thead" style="text-align:left;"><tr class="row"><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e1017">Table</th><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e1020">Description</th></tr></thead><tbody class="tbody"><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1017 ">Goal <p class="p">[goal]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1020 ">Project goals.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1017 ">Issue <p class="p">[issue]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1020 ">Project issues.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1017 ">Personalize Workbench <p class="p">[workbench_config_user]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1020 ">Configuration settings for each user that utilizes the workbench.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1017 ">Portfolio <p class="p">[pm_portfolio]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1020 ">Portfolios.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1017 ">Portfolio Project <p class="p">[pm_portfolio_project]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1020 ">Portfolio projects.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1017 ">Portfolio Project Goal <p class="p">[pm_portfolio_goal]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1020 ">Portfolio project goals.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1017 ">Portfolio Project Issue <p class="p">[pm_portfolio_issue]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1020 ">Portfolio project issues.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1017 ">Portfolio Project Relationships <p class="p">[pm_m2m_portfolio_project]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1020 ">All relationships between a portfolio and each project in the portfolio.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1017 ">Portfolio Project Risk <p class="p">[pm_portfolio_risk]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1020 ">Portfolio project risks.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1017 ">Project <p class="p">[pm_project]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1020 ">All projects.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1017 ">Project Task <p class="p">[pm_project_task]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1020 ">All tasks used in projects.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1017 ">Project Task Link <p class="p">[pm_project_task_link]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1020 ">All records for linked changes (installed with the v3 plugin).</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1017 ">Project Template <p class="p">[project_template]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1020 ">Project templates.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1017 ">Project Template Configuration <p class="p">[project_template_config]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1020 ">Configuration settings for project templates.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1017 ">Project Template Task <p class="p">[project_template_task]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1020 ">Tasks in project templates.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1017 ">Risk <p class="p">[risk]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1020 ">Project risks.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1017 ">Project Change Request <p class="p">[project_change_request]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1020 ">Project change requests.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1017 ">Status Report <p class="p">[project_status]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1020 ">Project status reports.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1017 ">Teamspace <p class="p">[pm_app_config]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1020 ">All teamspaces, which refer to the tables that are created for the teamspaces. See <a class="xref" href="../../project-management/reference/r_InstalledWithTeamspaces.html" title="The tables and roles that are installed with project teamspaces are prefixed with an abbreviation based on the name of teamspace.">Installed with teamspaces</a> for a list of teamspace tables.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1017 ">Planned task Relationship <p class="p">[planned_task_rel_planned_task]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1020 ">Predecessor and successor tasks in a dependent relationship, including task lag values.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1017 ">Baseline <p class="p">[planned_task_baseline]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1020 ">All baselines.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1017 ">Baseline Item <p class="p">[planned_task_baseline_item]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1020 ">All tasks that are part of baselines.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1017 ">Task Relationship <p class="p">[task_rel_task]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1020 ">Predecessor and successor tasks in a dependent relationship.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1017 ">Planned task Recalculation Exclusions <p class="p">[planned_task_recalculation_exclusions]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1020 ">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. <p class="p">This table allows you to configure the tables from which you would not like to perform the recalculation from.</p> </td></tr></tbody></table> </div> </div> </div> <div class="section"><h3 class="title sectiontitle">Program management tables</h3> <div class="p">Program management adds the following tables. <div class="tablenoborder"><table cellpadding="4" cellspacing="0" summary="" id="table-installed-with-PPS-finance__table_ProgramManagement" class="table" frame="border" border="1" rules="all"><colgroup><col /><col /></colgroup><thead class="thead" style="text-align:left;"><tr class="row"><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e1327">Table</th><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e1330">Description</th></tr></thead><tbody class="tbody"><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1327 ">Program Task <p class="p">[pm_program_task]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1330 ">All the tasks in program</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1327 ">Program <p class="p">[pm_program]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1330 ">All programs</td></tr></tbody></table> </div> </div> </div> <div class="section"><h3 class="title sectiontitle">Resource management tables</h3> <div class="p">Resource management adds the following tables. <div class="tablenoborder"><table cellpadding="4" cellspacing="0" summary="" id="table-installed-with-PPS-finance__table_ResourceManagement" class="table" frame="border" border="1" rules="all"><colgroup><col /><col /></colgroup><thead class="thead" style="text-align:left;"><tr class="row"><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e1383">Table</th><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e1386">Description</th></tr></thead><tbody class="tbody"><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1383 ">Group Resource Roles<p class="p">group_has_resource_role</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1386 ">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.<p class="p">The table is read-only.</p> </td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1383 ">Requested Allocation Daily<p class="p">[requested_allocation_daily]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1386 ">Stores day-level breakdown for requested allocations.<p class="p">The table is read-only.</p> </td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1383 ">Resource Allocation<p class="p">[resource_allocation]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1386 ">Allocations for resources.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1383 ">Resource Allocation Daily<p class="p">[resource_allocation_daily]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1386 ">On a day-to-day basis, stores the events that are created through a resource plan. Also stores:<ul class="ul" id="table-installed-with-PPS-finance__ul_jk5_l4m_hbb"><li class="li">User created calendar events as records.</li><li class="li">Actual hours that a user has spent on a task, project, or any other type of activity, such as meeting or admin work.</li></ul> </td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1383 ">Resource Aggregate Daily<p class="p">[resource_aggregate_daily]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1386 "> <p class="p">This table is not enabled by default. To generate daily aggregates and store them in this table, create the <span class="keyword parmname">com.snc.resource_management.generate_daily_aggregates</span> property and set the value to true.</p> 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.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1383 ">Resource Aggregate Weekly<p class="p">[resource_aggregate_weekly]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1386 ">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.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1383 ">Resource Aggregate Monthly<p class="p">[resource_aggregate_monthly]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1386 ">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.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1383 ">Requested Allocation <p class="p">[requested_allocation]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1386 ">Allocations for resource plans.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1383 ">Resource Event<p class="p">[resource_event]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1386 ">Stores events that are created for a user.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1383 ">Resource Event Color <p class="p">[resource_event_color]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1386 ">The colors that the application displays for each event type.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1383 ">Resource Plan <p class="p">[resource_plan]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1386 ">All resource plans. These columns were added for Helsinki: <code class="ph codeph">top_task</code>, <code class="ph codeph">program</code>, <code class="ph codeph">portfolio</code>.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1383 ">Resource Plan Logs<p class="p">[resource_plan_logs]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1386 ">Stores errors and warning that might occur during the resource allocation for a resource plan.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1383 ">Resource Report <p class="p">[resource_report]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1386 ">Resource reports that you can generate and save.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1383 ">Resource Report Chart <p class="p">[resource_report_chart]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1386 ">This table is not used.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1383 ">Resource Report Daily <p class="p">[resource_report_daily]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1386 ">Daily resource reports that you can generate and save.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1383 ">Resource Report Export <p class="p">[resource_report_export]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1386 ">Saves JPG and PNG exports of resource management reports.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1383 ">Resource Report Monthly <p class="p">[resource_report_monthly]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1386 ">Monthly resource reports that you can generate and save.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1383 ">Resource Role <p class="p">[resource_role]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1386 ">Stores project specific roles.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1383 ">User Resource Role <p class="p">[user_has_resource_role]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1386 ">Stores the resource roles for a user.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1383 ">User Calendar Event <p class="p">[user_calendar_event]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1386 ">Stores events that are created in the calendar of a user.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1383 ">User Schedule<p class="p">[user_has_schedule]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1386 ">Stores the schedule for a user.</td></tr></tbody></table> </div> </div> </div> <div class="section" id="table-installed-with-PPS-finance__section_unj_qdn_b3b"><h3 class="title sectiontitle">Innovation management tables</h3> <div class="p"><span class="ph">Innovation Management</span> adds the following tables: <div class="tablenoborder"><table cellpadding="4" cellspacing="0" summary="" id="table-installed-with-PPS-finance__table_innovation_management" class="table" frame="border" border="1" rules="all"><colgroup><col style="width:50%" /><col style="width:50%" /></colgroup><thead class="thead" style="text-align:left;"><tr class="row"><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e1682">Table</th><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e1685">Description</th></tr></thead><tbody class="tbody"><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1682 ">Idea<p class="p">[im_idea_core]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1685 ">Default table which stores all the information related to the Idea portal. Extends the Task table.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1682 ">Idea Category<p class="p">[im_category]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1685 ">Stores the list of static idea categories.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1682 ">Idea Category Configuration<p class="p">[im_category_config]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1685 ">Stores idea category definition information such as the table to use, field name, and hierarchy of the idea category. Also stores mapping information between idea categories table and the Idea module.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1682 ">Idea Categories<p class="p">[im_m2m_idea_category</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1685 ">Stores mapping information between idea categories and ideas.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1682 ">Idea Module<p class="p">[im_module]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1685 ">Configuration for the Idea portal such as module name, module id, and idea table to use. Create a separate table for each Idea module.</td></tr></tbody></table> </div> </div> </div> <div class="section"><h3 class="title sectiontitle">Time card management tables</h3> <div class="p">Time card management adds the following tables. <div class="tablenoborder"><table cellpadding="4" cellspacing="0" summary="" id="table-installed-with-PPS-finance__table_TimeCardManagement" class="table" frame="border" border="1" rules="all"><colgroup><col /><col /></colgroup><thead class="thead" style="text-align:left;"><tr class="row"><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e1770">Table</th><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e1773">Description</th></tr></thead><tbody class="tbody"><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1770 ">Time Card <p class="p">[time_card]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1773 ">Stores time logged by the user against a category such as a task, meeting, or training.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1770 ">Time Sheet <p class="p">[time_sheet]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1773 ">Groups all time cards for the user for a week.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1770 ">Time Sheet Policy<p class="p">time_sheet_policy</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1773 ">Stores all time sheet policies.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1770 ">Time Card Daily<p class="p">[time_card_daily]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1773 ">Stores the time logged in a time card on daily basis.</td></tr></tbody></table> </div> </div> </div> <div class="section" id="table-installed-with-PPS-finance__section_ht5_5hs_gfb"><h3 class="title sectiontitle">Rate model tables</h3> <div class="p">Rate model add the following tables. <div class="tablenoborder"><table cellpadding="4" cellspacing="0" summary="" id="table-installed-with-PPS-finance__table_RateModel" class="table" frame="border" border="1" rules="all"><caption><span class="tablecap"><span class="table--title-label">Table 1. </span></span></caption><colgroup><col style="width:50%" /><col style="width:50%" /></colgroup><thead class="thead" style="text-align:left;"><tr class="row"><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e1849">Table</th><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e1852">Description</th></tr></thead><tbody class="tbody"><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1849 ">Rate Model<p class="p">[rate_model]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1852 ">Stores rate model definition.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1849 ">Rate Model Entity<p class="p">[rate_model_entity]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1852 ">List of entities from which the attributes can be selected.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1849 ">Rate Model Entity Attribute<p class="p">[rate_model_entity_attribute]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1852 ">List of attributes in the entities.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1849 ">Rate Model Line<p class="p">[rate_model_line]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1852 ">Stores rate line values.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1849 ">Rate Model Line Attribute<p class="p">[rate_model_line_attribute]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1852 ">Stores rate line attributes that are added from the entities.</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1849 ">Rate Line Import Set<p class="p">[imp_rate_model_line]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e1852 ">Stores import sets that you imported into the instance.</td></tr></tbody></table> </div> </div> </div> </div> </div> <div class="topic reference nested1" id="roles-installed-with-PPS-finance"> <h2 class="title topictitle2" id="ariaid-title4">Roles installed with PPM Standard (Project Portfolio Management)</h2> <div class="body refbody"><p class="shortdesc">Roles are added with activation of PPM Standard plugin.</p> <div class="section"><h3 class="title sectiontitle">Project Portfolio Suite roles</h3> <div class="p">Project Portfolio Suite adds the following roles. <div class="tablenoborder"><table cellpadding="4" cellspacing="0" summary="" id="roles-installed-with-PPS-finance__roles_PPS" class="table" frame="border" border="1" rules="all"><colgroup><col /><col /><col /></colgroup><thead class="thead" style="text-align:left;"><tr class="row"><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e2064">Role title [name]</th><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e2067">Description</th><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e2070">Contains roles</th></tr></thead><tbody class="tbody"><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2064 ">Portfolio manager<p class="p">[it_portfolio_manager]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2067 ">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.</td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2070 "><ul class="ul"><li class="li">it_demand_user</li><li class="li">it_project_manager</li><li class="li">it_project_user</li><li class="li">portfolio_manager</li><li class="li">it_demand_manager</li><li class="li">it_project_portfolio_user</li></ul> </td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2064 ">PPS admin<p class="p">[it_pps_admin]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2067 ">Can view and modify the preferences, configurations, and settings for projects, demands, programs, portfolios, resources, time cards, agile development, and timeline visualization.</td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2070 "><ul class="ul" id="roles-installed-with-PPS-finance__ul_qz2_dmb_nbb"><li class="li">it_program_manager</li><li class="li">it_portfolio_manager</li><li class="li">it_project_manager</li><li class="li">it_demand_manager</li><li class="li">pps_admin</li><li class="li">timeline_admin</li><li class="li">rate_model_admin</li></ul> </td></tr></tbody></table> </div> </div> </div> <div class="section"><h3 class="title sectiontitle">Demand management roles</h3> <div class="p">Demand management adds the following roles. <div class="tablenoborder"><table cellpadding="4" cellspacing="0" summary="" id="roles-installed-with-PPS-finance__roles_DemandMgmt" class="table" frame="border" border="1" rules="all"><colgroup><col /><col /><col /></colgroup><thead class="thead" style="text-align:left;"><tr class="row"><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e2173">Role title [name]</th><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e2176">Description</th><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e2179">Contains roles</th></tr></thead><tbody class="tbody"><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2173 ">Demand manager<p class="p">[it_demand_manager]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2176 ">Can access all the modules of the Demand Management application.</td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2179 "><ul class="ul"><li class="li">it_project_user</li><li class="li">resource_user</li><li class="li">timeline_user</li><li class="li">demand_manager</li><li class="li">it_demand_user</li><li class="li">rate_model_user</li></ul> </td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2173 ">Demand user<p class="p">[it_demand_user]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2176 ">Can access the Demand and Stakeholders modules of the Demand Management application.</td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2179 "><ul class="ul"><li class="li">demand_user</li><li class="li">pps_resource</li></ul> </td></tr></tbody></table> </div> </div> </div> <div class="section"><h3 class="title sectiontitle">Project management roles</h3> <div class="p">Project management adds the following roles. <div class="tablenoborder"><table cellpadding="4" cellspacing="0" summary="" id="roles-installed-with-PPS-finance__roles_ProjectMgmt" class="table" frame="border" border="1" rules="all"><colgroup><col /><col /><col /></colgroup><thead class="thead" style="text-align:left;"><tr class="row"><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e2266">Role title [name]</th><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e2269">Description</th><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e2272">Contains roles</th></tr></thead><tbody class="tbody"><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2266 ">Portfolio user<p class="p">[it_project_portfolio_user]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2269 ">User who can view IT Portfolio Project records.</td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2272 ">project_portfolio_user</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2266 ">Project user<p class="p">[it_project_user]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2269 ">Can only view Project form fields. Can modify additional fields on the Project Task form, such as <span class="ph uicontrol">Time constraint</span> and <span class="ph uicontrol">State</span>.</td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2272 "><ul class="ul"><li class="li">it_project_portfolio_user</li><li class="li">project_user</li></ul> </td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2266 ">Project manager<p class="p">[it_project_manager]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2269 ">Has configuration access right to all <span class="ph">Project Management</span> application features and functionality.</td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2272 "><ul class="ul"><li class="li">resource_user</li><li class="li">it_demand_manager</li><li class="li">it_project_user</li><li class="li">project_manager<p class="p">The project_manager role also contains the timecard_approver role.</p> </li><li class="li">timeline_user</li><li class="li">rate_model_user</li></ul> </td></tr></tbody></table> </div> </div> </div> <div class="section"><h3 class="title sectiontitle">Program management roles</h3> <div class="p">Program management adds the following roles. <div class="tablenoborder"><table cellpadding="4" cellspacing="0" summary="" id="roles-installed-with-PPS-finance__roles_ProgramMgmt" class="table" frame="border" border="1" rules="all"><colgroup><col /><col /><col /></colgroup><thead class="thead" style="text-align:left;"><tr class="row"><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e2384">Role title [name]</th><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e2387">Description</th><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e2390">Contains roles</th></tr></thead><tbody class="tbody"><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2384 ">Program manager<p class="p">[it_program_manager]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2387 ">Program managers have access to all programs.</td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2390 "><ul class="ul"><li class="li">resource_user</li><li class="li">it_project user</li><li class="li">program_manager</li><li class="li">it_demand_user</li></ul> </td></tr></tbody></table> </div> </div> </div> <div class="section"><h3 class="title sectiontitle">Resource management roles</h3> <div class="p">Resource management adds the following roles. <div class="tablenoborder"><table cellpadding="4" cellspacing="0" summary="" id="roles-installed-with-PPS-finance__roles_ResourceMgmt" class="table" frame="border" border="1" rules="all"><colgroup><col /><col /><col /></colgroup><thead class="thead" style="text-align:left;"><tr class="row"><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e2449">Role title [name]</th><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e2452">Description</th><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e2455">Contains roles</th></tr></thead><tbody class="tbody"><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2449 ">Resource manager<p class="p">[resource_manager]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2452 ">Users with this role can: <ul class="ul" id="roles-installed-with-PPS-finance__ul_c1p_dsr_gbb"><li class="li">Review resource plans, confirm, and allocate resources to tasks.</li><li class="li">Create skills and view them in the User Skills list.</li><li class="li">Read schedules.</li><li class="li">Create a group of type pps_resource.</li><li class="li">Add users to or remove them from any groups.</li><li class="li">Update group name, group email, parent, description, manager, average daily FTE hours/hours per person day, and hourly rate.</li></ul> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2455 "><ul class="ul"><li class="li">resource_user</li><li class="li">timecard_approver</li><li class="li">skill_admin</li><li class="li">rate_model_user</li></ul> </td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2449 ">Resource user<p class="p">[resource_user]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2452 ">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.</td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2455 "><p class="p">None</p> </td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2449 ">PPS resource<p class="p">[pps_resource]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2452 ">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.</td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2455 "><p class="p">None</p> </td></tr></tbody></table> </div> </div> </div> <div class="section" id="roles-installed-with-PPS-finance__section_rjk_r2n_b3b"><h3 class="title sectiontitle">Innovation management roles</h3> <div class="p"><span class="ph">Innovation Management</span> adds the following roles: <div class="tablenoborder"><table cellpadding="4" cellspacing="0" summary="" id="roles-installed-with-PPS-finance__roles_innovation_management" class="table" frame="border" border="1" rules="all"><colgroup><col /><col /><col /></colgroup><thead class="thead" style="text-align:left;"><tr class="row"><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e2568">Role title [name]</th><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e2571">Description</th><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e2574">Contains roles</th></tr></thead><tbody class="tbody"><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2568 ">Idea admin<p class="p">[idea_admin]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2571 "><ul class="ul" id="roles-installed-with-PPS-finance__ul_krt_kgc_rhb"><li class="li">Creates idea module.</li><li class="li">Defines idea categories.</li><li class="li">Configures mapping of idea categories with idea module.</li><li class="li">Manages ideas and creates tasks such as story, epic, feature, project, or demand from an idea.</li></ul> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2574 ">idea_manager</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2568 ">Idea manager<p class="p">[idea_manager]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2571 ">Manages ideas and creates tasks such as project or demand from an idea.</td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2574 ">None</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2568 ">Idea manager professional<p class="p">[idea_manager_professional]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2571 ">Manages ideas and creates tasks such as story, epic, feature, project, or demand from an idea.</td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2574 ">None</td></tr></tbody></table> </div> </div> </div> <div class="section"><h3 class="title sectiontitle">Time card management roles</h3> <div class="p" id="roles-installed-with-PPS-finance__p_bz3_gxf_xs">Time card management adds the following roles. <div class="tablenoborder"><table cellpadding="4" cellspacing="0" summary="" id="roles-installed-with-PPS-finance__roles_TimeCardMgmt" class="table" frame="border" border="1" rules="all"><colgroup><col /><col /><col /></colgroup><thead class="thead" style="text-align:left;"><tr class="row"><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e2663">Role title [name]</th><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e2666">Description</th><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e2669">Contains roles</th></tr></thead><tbody class="tbody"><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2663 ">Time card admin<p class="p">[timecard_admin]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2666 ">Has write access to all time cards.</td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2669 "><ul class="ul" id="roles-installed-with-PPS-finance__ul_svq_ph1_ky"><li class="li">timecard_user</li><li class="li">timecard_approver</li></ul> </td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2663 ">Time card approver<p class="p">[timecard_approver]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2666 ">Approves or rejects time cards for time card users.</td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2669 ">timecard_user</td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2663 ">Time card user<p class="p">[timecard_user]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2666 ">Creates time cards for self.</td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2669 ">None</td></tr></tbody></table> </div> </div> </div> <div class="section" id="roles-installed-with-PPS-finance__section_vbb_5mt_gfb"><h3 class="title sectiontitle">Rate model roles</h3> <div class="p"> <div class="tablenoborder"><table cellpadding="4" cellspacing="0" summary="" id="roles-installed-with-PPS-finance__table_t4p_vmt_gfb" class="table" frame="border" border="1" rules="all"><caption><span class="tablecap"><span class="table--title-label">Table 2. </span></span></caption><colgroup><col style="width:33.33333333333333%" /><col style="width:33.33333333333333%" /><col style="width:33.33333333333333%" /></colgroup><thead class="thead" style="text-align:left;"><tr class="row"><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e2751">Role title [name]</th><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e2754">Description</th><th class="entry cellrowborder" style="vertical-align:top;" id="d140795e2757">Contains roles</th></tr></thead><tbody class="tbody"><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2751 ">Rate model admin<p class="p">[it_rate_model_admin]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2754 ">Manages rate models and rate lines. Has all privileges within rate model, including configuring attributes, export and import of rate lines, and administration.</td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2757 "><ul class="ul" id="roles-installed-with-PPS-finance__ul_ibz_ymt_gfb"><li class="li">rate_model_user</li><li class="li">import_set_loader</li><li class="li">import_transformer</li><li class="li">import_admin</li></ul> </td></tr><tr class="row"><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2751 ">Rate model user<p class="p">[rate_model_user]</p> </td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2754 ">View rate model and rate lines.</td><td class="entry cellrowborder" style="vertical-align:top;" headers="d140795e2757 ">None</td></tr></tbody></table> </div> </div> </div> </div> </div> </div> </body></html></div>