If a user has on-premises Planning roles that differ from those listed in the following table, you must assign the user to the Service Administrator predefined role.


Reporting and Analysis was replaced with Document Repository in Release

Table A-1 Planning to Planning Role Mapping

If user has only these on-premises roles Assign the user to this predefined identity domain role


  • Ad Hoc Grid Creator

  • Approvals Ownership Assigner

  • Approvals Supervisor

  • Interactive User

  • Task List Access Manager

Reporting and Analysis

  • Content Manager

  • Schedule Manager

Document Repository (Release only)

  • Viewer

  • Report Designer Scheduler

  • Security Administrator

Financial Data Quality Management

  • Create Integration

  • Drill Through

  • GL Writeback

  • Run Integration

Essbase Analytic Services Read

Power User


  • Ad Hoc User

  • Planner

Reporting and Analysis Content Publisher

Document Repository (Release only)

  • Report Designer Scheduler

  • Viewer

Financial Data Quality Management Drill Through


Planning View User

Reporting and Analysis

  • Explorer

  • Viewer

Document Repository Viewer