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