Security Permissions for Portfolios

The following security permissions enable access to the objects and functionality within portfolios. Create workspace permission sets to enable access to relevant workspace-level data, including dictionaries, object defaults, resources, and roles. Workspace permission sets also enable you to create portfolios, programs, and projects. Create project permission sets to enable access to page-level functionality and creation and modification privileges for the relevant project objects. Create portfolio permission sets to enable access to portfolio functionality and workflow actions. Depending on the permission, actions may include add, edit, delete, view, or enable. Depending on how you plan to use portfolios, some of the permissions below may be optional.

To use portfolios, users should have the following permissions:

Workspace Permissions

Category	Permissions
Configuration	Analysis Views, Codes, Configured Fields, Evaluation Categories, Field Labels, Measures, Resources, Roles
General	Portfolios, Programs, Projects

Project Permissions

Category	Permissions
Project	Project, Project Costs/Financials
Resources	Resource Demand, Resources, Roles

Portfolio Permissions

Category	Permissions
Budget Plan	Approve Budget Scenario, Budget Scenarios, Propose Budget Scenario, Send Budget Scenario for Approval, Send Budget Scenario for Review
Funds	Funding, Funding Costs/Financials
Portfolio	Assign Workflows to Portfolios, Portfolio Costs, Portfolio Dashboards, Portfolio Thresholds, Portfolios, Snapshots
Resource Plan	Approve Resource Scenario, Propose Resource Scenario, Resource Scenarios, Send Resource Scenario for Approval, Send Resource Scenario for Review