Planning
Table 2-7 Planning Application Roles
Application Role | Description | Included in this Predefined Role |
---|---|---|
Access Control - Manage | Manages groups, assign application roles to a group or a user, and generates reports on user security. | Service Administrator |
Access Control - View | Views reports on user security such as Role Assignment Report, User Login Report, and User Group Report, but cannot assign application roles, manage groups, or perform any other update operation 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 |
Announcements - Manage | Constructs and manages announcements. Users with this role can add, edit, duplicate and delete announcements. | Service Administrator |
Application - Mass Allocate | Runs mass allocation rules within form grids. | 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:
|
Service Administrator |
Approvals - Assign Ownerships | Performs the following tasks for any member of the planning unit
hierarchy to which the user has write access:
|
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:
|
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.
|
Power User |
Dashboards - Manage | Constructs and manages planning and operational dashboards. Users
with this role can:
|
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. |
|
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:
|
Service Administrator |
Task List - Manage Access | Assigns tasks to other users. | Power User |
Task Manager - Approver | Eligible to be an approver on tasks from Task Manager |
|
Task Manager - Artifacts - Manage | Manages all Task Manager artifacts such as alerts, currencies, and organization | Service Administrator |
Task Manager - Assignee | Eligible to be an assignee on tasks from Task Manager |
|
Task Manager - Audit - View | Views the audit history information | Service Administrator |
Task Manager - Custom Reports - Manage | Designs custom reports | Service Administrator |
Task Manager - Operational Dashboards - Manage | Configures operational dashboards | Service Administrator |
Task Manager - Public Filters and Views - Manage | Publishes filters and views to make them accessible to all |
|
Task Manager - System Services and Settings - Manage | Defines the system services and system settings for an application | Service Administrator |
Task Manager - Tasks - Manage | Designs and manages the tasks, templates, and schedules |
|
Task Manager - Users and Teams - Manage | Manages Users and Teams |
|
Footnote: This role is not mapped to any predefined role and requires assignment to users or groups to activate it |