Portfolio Security Privileges Definitions

When creating a permission set, use the following definitions to determine the functionality each privilege controls and other privileges that may also be required. Selecting one privilege may automatically select other privileges if they are required for the original privilege to function properly. These other privilege selections cannot be changed without affecting the selection of the original privilege. Any privilege requirements are noted in the definition.

Budget Plan

Approve Budget Scenario

Enables users to approve scenarios associated with budget plans.

Budget Scenarios

Enables users to add, edit, or delete budget scenarios.

If you select the add privilege, edit is automatically selected and cannot be changed. If you select the delete privilege, add and edit are automatically selected and cannot be changed.

Propose Budget Scenario

Enables users to launch a Propose workflow from the Budget Planning and Selection Analysis views.

This privilege allows a user to launch workflows using the actions button or menu even if they do not have the Start Workflow privilege.

Send Budget Scenario for Approval

Enables users to launch the Send for Approval workflow from the Budget Planning and Selection Analysis views.

This privilege allows a user to launch workflows using the actions button or menu even if they do not have the Start Workflow privilege.

Send Budget Scenario for Review

Enables users to launch the Send for Review workflow from the Budget Planning and Selection Analysis views.

This privilege allows a user to launch a workflow using the action button or menu even if they do not have the Start Workflow privilege.

Funds

Funding

Enables users to add, edit, delete, and view funding for portfolios.

If you select the add privilege, edit and view are automatically selected for both Funding and Funding Costs/Financials and cannot be changed. If you select the delete privilege, add, edit, and view for Funding and Funding Costs/Financials are automatically selected and cannot be changed.

Funding Costs/Financials

Enables users to edit or view funding costs and financials.

If you select the edit privilege, view is automatically selected and view privileges for Funding are also enabled.

Portfolio

Assign Workflows to Portfolios

Enables users to specify which workflows the system initiates when budget plans are set to the Send for Review, Propose, and Send for Approval phases.

Portfolio Costs

Enables users to view or edit portfolio costs.

If you select the edit privilege, view is automatically selected and edit is selected for Portfolios and cannot be changed.

Portfolio Dashboards

Enables users to add, edit, and delete dashboards at the portfolio level.

You must assign all privileges.

Portfolio Thresholds

Enables users to add, edit, or delete portfolio monitoring thresholds.

If you select the add privilege, edit is automatically selected and cannot be changed. If you select the delete privilege, add, edit, and view are automatically selected and cannot be changed.

Portfolios

Enables users to edit or delete portfolios.

If you select the delete privilege, edit is automatically selected and cannot be changed.

Promote Report to Portfolio

Enables users to promote a user report to portfolio level.

Snapshots

Enables users to add or delete snapshots.

If you select the delete privilege, add is automatically selected and cannot be changed.

Resource Plan

Approve Resource Scenario

Enables users to approve scenarios associated with resource plans.

If you select enable, the edit privilege for Resource Scenarios is automatically selected and cannot be changed.

Propose Resource Scenario

Enables users to launch a Propose workflow from the Resource Planning page.

This privilege allows a user to launch workflows using the actions button or menu even if they do not have the Start Workflow privilege. If you select enable, the edit privilege for Resource Scenarios is automatically selected and cannot be changed.

Resource Scenarios

Enables users to add, edit, or delete resource scenarios.

If you select the add privilege, edit is automatically selected and cannot be changed. If you select the delete privilege, add, and edit are automatically selected and cannot be changed.

Send Resource Scenario for Approval

Enables users to launch the Send for Approval workflow from the Resource Planning page.

This privilege allows a user to launch workflows using the actions button or menu even if they do not have the Start Workflow privilege. If you select enable, the edit privilege for Resource Scenarios is automatically selected and cannot be changed.

Send Resource Scenario for Review

Enables users to launch the Send for Review workflow from the Resource Planning page.

This privilege allows a user to launch a workflow using the action button or menu even if they do not have the Start Workflow privilege. If you select enable, the edit privilege for Resource Scenarios is automatically selected and cannot be changed.