Enterprise Profitability and Cost Management

The following table lists and describes Enterprise Profitability and Cost Management application roles and maps them with predefined roles.

Table 2-2 Enterprise Profitability and Cost Management Application Roles

Application Role Description Included in this Predefined Role
Access Control - Manage Performs all activities using Access Control including managing groups, assigning application roles to groups or users, and generating and viewing available reports. Service Administrator
Access Control - View Using Access Control, generates and views user security-related reports such as the Role Assignment Report, the User Login Report, Group Assignment Report, and the User Group Report. Users with this role cannot assign application roles, manage groups, or modify settings in Access Control. Service Administrator
Ad Hoc - Create Creates, views, modifies, and saves ad hoc grids. Power User
Ad Hoc - Read Only User Performs all ad hoc functions but cannot write back into ad hoc grids or load data using Data Management. See Footnote
Ad Hoc - User Views and modifies ad-hoc grids and performs ad hoc operations. Ad Hoc Users cannot save ad-hoc grids. User
Application - Mass Allocate Runs mass allocation rules within form grids. Service Administrator
Announcements - Manage Manages announcements that are displayed to users on the Welcome Panel. These may indicate upcoming events, such as system maintenance or the running of jobs. Service Administrator
Approvals - Administer Resolves approval issues by manually taking ownership of the process. Comprises the Approvals Ownership Assigner, Approvals Process Designer, and Approvals Supervisor roles.

Typically, this role is assigned to business users in charge of a region who need to control the approvals process for the region but do not require the Service Administrator role. They can perform these tasks:

  • Control the approvals process
  • Perform actions on Planning units to which they have write access
  • Assign owners and reviewers for the organization under their charge
  • Change the secondary dimension or update validation rules
 Service Administrator
Approvals - Assign Ownerships Performs the following tasks for any member of the planning unit hierarchy to which the user has write access:
  • Assign owners
  • Assign reviewers
  • Specify users to be notified
 Power User
Approvals - Design Process Includes Approvals Ownership Assigner role. Additionally, performs the following tasks for any member of the planning unit hierarchy to which they have write access:
  • Change secondary dimensions and members of entities to which the user has write access
  • Change the scenario and version assignment for a planning unit hierarchy
  • Edit data validation rules of data forms to which the user has access
 See Footnote
Approvals - Supervise Performs the following tasks for any member of the planning unit hierarchy to which the user has write access even if the user does not own the planning unit. This user cannot change data in planning units that the user does not own.
  • Stop and start a planning unit
  • Take any action on a planning unit
 Power User
Audit - Manage Can view and delete the audit records. Service Administrator
Audit - View Can view audit records. See Footnote
Calculation - Run Calculates a model in the Calculation Control page.
  • Power User
  • Service Administrator
  • User
Calculation History - Delete Deletes a selected instance of a completed calculation from the Calculation Analysis page. Deleting calculation history does not delete any data. It merely deletes the recorded instance of a calculation that was run.
  • Power User
  • Service Administrator
  • User
Calculation History - View Views completed calculations from the Calculation Analysis page.
  • Power User
  • Service Administrator
  • User
Dashboards - Manage Constructs and manages planning and operational dashboards. Users with this role can:
  • Add, edit, duplicate and delete dashboards based on permissions set on them
  • Import and export dashboards
 Service Administrator
Data Integration - Administrator Performs all functional activities in Data Integration. Users with this role can create, perform, and run:
  • Integrations between source and target systems
  • Pipeline activities
  • Extraction and transformation of data and metadata from on-premises sources using the EPM Integration Agent
 Service Administrator
Data Integration - Create Uses Data Integration to create mappings to integrate data between source and target systems. Users can define data rules with various run time options. Power User
Data Integration - Drill Through Drills through to the source system of the data.
  • Power User
  • User
Data Integration - Run

Users with this role use Data Integration to run an integration between the source and target.

If this is the only role assigned to the user, and if they are not a Power User or Service Administrator, they can also view the integration details, but are not able to make any changes.

Power User
Documents - Manage Constructs and manages documents. Users with this role can:
  • Add, edit, duplicate and delete documents based on the permissions set on them
  • Import and export documents
 Service Administrator
Jobs - Manage Can view and delete job status records for any user. Service Administrator
Jobs - View Can view job status records for all users in the environment, but can only delete their own job status records. See Footnote
Model - Create Creates a new model in the Modeling page.
  • Power User
  • Service Administrator
Model - Delete Deletes a model in the Modeling page. Deleting a model will also delete all of the rules in the model. Service Administrator
Model - View Views models and their associated rules in the Designer page.
  • Power User
  • Service Administrator
  • User
  • Viewer
Model Validation – Run Validates models in the Model Validation page.
  • Power User
  • Service Administrator
  • User
POV - Create Creates a new point of view in the Calculation Control page.
  • Power User
  • Service Administrator
POV - Delete Deletes a point of view in the Calculation Control page. Deleting a point of view will also delete the associated data, as well as the calculation history page for that point of view. It also removes the point of view from the Calculation Control page. Service Administrator
POV Data - Clear Clears data from a point of view in the Calculation Control page without removing the point of view.
  • Power User
  • Service Administrator
POV Data - Copy Copies data from one point of view to another in the Calculation Control page.
  • Power User
  • Service Administrator
POV Status - Edit Changes the status of a point of view from the Edit Point of View dialog box in the Calculation Control page. The available statuses for a point of view are Draft, Published, and Archived. Service Administrator
Profit Curve - Create Creates profit curves on the Profit Curves tab in the Intelligence cluster.
  • Power User
  • Service Administrator
Profit Curve - Edit Edits profit curves on the Profit Curves tab in the Intelligence cluster.
  • Power User
  • Service Administrator
Profit Curve - Run Runs profit curves on the Profit Curves tab in the Intelligence cluster.
  • Power User
  • Service Administrator
  • User
  • Viewer
Reports - Manage

Constructs and manages reporting artifacts (reports, snapshots, books and bursting definitions). Users with this role can:

  • Add, edit, duplicate and delete reporting artifacts based on permissions set
  • Import and export reporting artifacts
 Service Administrator
Rule - Create / Edit Creates or edits an Allocation Rule, Custom Calculation Rule, or Rule Set in the Designer page.
  • Power User
  • Service Administrator
  • User
Rule - Delete Deletes an Allocation Rule, Custom Calculation Rule, or Rule Set in the Designer page.
  • Power User
  • Service Administrator
  • User
Rule Balancing - Run Views the Rule Balancing report to see the impact of each rule.
  • Power User
  • Service Administrator
  • User
Rules - Mass Edit Accesses the Mass Edit tab in the Designer page to make edits to multiple rules at once.
  • Power User
  • Service Administrator
  • User
Trace Allocation - Run Traces allocation amounts on the Trace Allocations tab of the Intelligence cluster.
  • Power User
  • Service Administrator
  • User
  • Viewer
Footnote: This role is not mapped to any predefined role and requires assignment to users or groups to activate it