Project and Program Management roles and permissions

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

There are specific roles associated with project portfolios and their components. Service Management uses role-based permissions to enable you to complete a task that is appropriate to your role. The tenant administrator manages and assigns these permissions.

By default, the following roles are related to various events in a project portfolio's lifecycle. These roles support portfolio creation and management, and process ownership.

Role	Responsibilities
Project Portfolio Manager	Owner of project portfolios Allowed to create and add content to project portfolios Responsible for high level governance of a collection of projects or programs Able to add, edit, or delete budget relevant financial data such as budget and budget lines in Project Portfolios
Program Manager	Owner of programs Allowed to create and add content to programs Responsible for managing related projects in a coordinated way to obtain benefits and control not available from managing the projects individually Able to add, edit, or delete budget relevant financial data such as budget and budget lines in Programs
Project Manager	Owner of projects Responsible for managing all aspects of a project's success Able to add, edit, or delete budget relevant financial data such as budget and budget lines in Projects
Proposal Reviewer	Responsible for reviewing the content of project proposals, approving proposals, and creating projects or programs accordingly
Financial Manager	Able to add, edit, or delete budget lines in projects, programs, or portfolios Maintains the budget type list Maintains the financial metadata, including the financial calendar and chart of accounts

Role

Responsibilities

Project Portfolio Manager

Owner of project portfolios
Allowed to create and add content to project portfolios
Responsible for high level governance of a collection of projects or programs
Able to add, edit, or delete budget relevant financial data such as budget and budget lines in Project Portfolios

Program Manager

Owner of programs
Allowed to create and add content to programs
Responsible for managing related projects in a coordinated way to obtain benefits and control not available from managing the projects individually
Able to add, edit, or delete budget relevant financial data such as budget and budget lines in Programs

Project Manager

Owner of projects
Responsible for managing all aspects of a project's success
Able to add, edit, or delete budget relevant financial data such as budget and budget lines in Projects

Proposal Reviewer

Responsible for reviewing the content of project proposals, approving proposals, and creating projects or programs accordingly

Financial Manager

Able to add, edit, or delete budget lines in projects, programs, or portfolios
Maintains the budget type list
Maintains the financial metadata, including the financial calendar and chart of accounts

Review the individual permission assignments for each role in Administration > Master Data > People > Roles.