PMO Accelerator Access Groups

ccppmop1571
The PMO Accelerator includes access groups. Each group has global and instance level access rights that are associated to it. When you add resources to these groups as members, the resources automatically inherit the rights of the group. The groups are meant to be implemented in a matrix fashion, which means that a resource may be associated to more than one group to obtain all of the rights that the resource should have.
 Access rights for the Lookup Mapping object are only assigned to the PMO System Administrator group. When necessary, your 
Clarity PPM
 administrator can add these rights to another group.
The following access groups are included with the PMO Accelerator add-in:
 
 
PMO Executive Viewer
Members of the PMO Executive Viewer group view all roadmaps, project properties, status reports, schedules, and resource allocations; run project and resource capacity reports. The group includes the following access rights.
 
Type
 
 
Area
 
 
 
Access Right
 
 
Global
General
  •  
    Account Settings - Navigate
     
  •  
    Organizer - Access
     
Global
Project Management
  •  
    Projects - Navigate
     
  •  
    Project Management - Navigate
  • Project Management - Tiles Navigate
  •  
    Project - View Management - All
     
  •  
    Project - View Financial - All
     
  •  
    Project - Risk, Issue, Change Request - View - All
     
  •  
    Status Report - View All
     
Global
Resource Management
  •  
    Resource - View - All
     
Instance (Page - View)
Resource Planning Page and Tabs
  •  
    Resource Planning
     
  •  
    Capacity
     
  •  
    Organizational Demand
     
  •  
    Top Down Planning
     
  •  
    Workloads
     
  •  
    Allocations
     
  •  
    Unfilled Allocations
     
Instance (Page - View)
Status Report Review Page and Tabs
  •  
    Status Report Review
     
  •  
    Status Report Listing
     
  •  
    Late and Missing Status Reports
     
Instance (Page - View)
Timesheet Overview Page
  •  
    Timesheet Overview
     
  •  
    Timesheet Details
     
  •  
    Timesheet Notes
     
Instance (Page - View)
Timesheet Review Page and Tab
This page is a team object action.
  •  
    Timesheet Review
     
  •  
    Timesheets
     
  •  
    Timesheet Notes granted above for the Timesheet Overview Page is also required for the Timesheet Review Page.
     
Instance (Page - View)
PMO-Project Storyboard Page
  •  
    Issue Drill Down
     
Instance (Portlet - View)
Resource Planning Page Portlets
  •  
    Role Capacity Histogram
     
  •  
    Role Capacity
     
  •  
    OBS Resource Aggregation
     
  •  
    OBS Investment Aggregation
     
  •  
    Top Down Planning by Investment
     
  •  
    Resource Workloads
     
  •  
    Weekly Detail
     
  •  
    Allocation Discrepancy
     
  •  
    Unfilled Requirements
     
Instance (Portlet - View)
Status Report Review Page Portlets
  •  
    Status Report Review Filter
     
  •  
    Status Report Listing
     
  •  
    Late Status Reports
     
  •  
    Missing Status Reports
     
Instance (Portlet - View)
Timesheet Overview Page Portlets
  •  
    Timesheet Overview Filter
     
  •  
    Investment Timesheet Summary
     
  •  
    Investment Timesheet Review
     
  •  
    Timesheet Notes
     
Instance (Portlet - View)
Timesheet Review Page Portlets
  •  
    Timesheet Review
     
  •  
    Timesheet Notes granted above for the Timesheet Overview Page is also required for the Timesheet Review Page Portlets.
     
Instance (Portlet - View)
PMO-Project Status-Portlets
  •  
    Project Indicators
     
  •  
    Upcoming Milestones
     
  •  
    Status Report Indicators
     
  •  
    Team Utilization
     
Instance (Portlet - View)
PMO-Project Storyboard Portlets
  •  
    Team Capacity
     
  •  
    Issues by Priority
     
  •  
    Issue Listing
     
  •  
    Upcoming Milestones granted above for the PMO-Project Status Portlets is also required for the PMO-Project Storyboard Portlets.
     
Instance (Portlet - View)
Project Default Layout Portlets
  •  
    General
     
  •  
    Labor Effort
     
  •  
    Team Utilization granted above for the PMO-Project Status Portlets is also required for the Project Default Layout Portlets.
     
Instance (Portlet - View)
Other Portlets - 
Clarity PPM
 
  •  
    Action Items
     
  •  
    My Projects
     
Global
Roadmaps (New User Experience)
  •  
    Roadmap - Navigate
     
Global
Roadmaps (New User Experience)
  •  
    Roadmap - View - All
     
Global
Tasks (New User Experience)
  •  
    Tasks - Navigate
     
PMO Executive Viewer Extended
Members of the PMO Executive Viewer Extended group view all roadmaps, project properties, status reports, schedules, resource allocations, baselines and financials; run project, resource capacity, and financial reports. The group includes the following access rights.
 
Type
 
 
Area
 
 
Access Right
 
Global
General
Account Settings - Navigate
Organizer - Access
Global
Project Management
Projects - Navigate
Project Management - Navigate
Project Management - Tiles Navigate 
Project - View Management - All
Project - View Financial - All
Project - Cost Plan - View All
Project - Budget Plan - View All
Project - Benefit Plan - View All
Project - Risk, Issue, Change Request - View - All
Status Report - View All
Global
Resource Management
Resource - View - All
Resource - View Book - All
Project - View Requisitions - All
Instance (Page - View)
General Tabs
Sponsor
PM Alerts
Schedule Performance Drill Down
Current Issues Drill Down
Staffing Outlook Drill Down
Project Dashboard
Issues and Risks
Instance (Page - View)
Resource Planning Page and Tabs
Resource Planning
Capacity
Organizational Demand
Top Down Planning
Workloads
Allocations
Unfilled Allocations
Bookings
Instance (Page - View)
Capacity Planning Overview Page
Capacity Planning Review
Instance (Page - View)
Status Report Review Page and Tabs
Status Report Review
Status Report Listing
Late and Missing Status Reports
Instance (Page - View)
Timesheet Overview Page
Timesheet Overview
Timesheet Details
Timesheet Notes
Instance (Page - View)
Timesheet Review Page and Tab
This page is a team object action.
Timesheet Review
Timesheets
Timesheet Notes granted above for the Timesheet Overview Page is also required for the Timesheet Review Page.
Instance (Page - View)
PMO-Project Storyboard Page
Issue Drill Down
Instance (Portlet - View)
Sponsor Tab Portlets
Overview Sponsor Filter
Project KPIs by OBS
Project Schedule
Planned Cost by Project Type
Instance (Portlet - View)
PM Alerts Tab Portlets
Overview Project Filter
Schedule Performance
Schedule Performance Details
Milestones
Current Issues
Current Issues Listing
Staffing
Staffing Details
Instance (Portlet - View)
Project Dashboard Tab Portlets
Schedule Dashboard
Cost and Effort Dashboard
Overview Project Filter granted above for the PM Alerts Tab Portlets is also required for the Project Dashboard Tab Portlets.
Instance (Portlet - View)
Issue and Risks Tab Portlets
Risk Management
Issue Management
Overview Project Filter granted above for the PM Alerts Tab Portlets is also required for the Issues and Risks Tab Portlets.
Instance (Portlet - View)
Resource Planning Page Portlets
Role Capacity Histogram
Role Capacity
OBS Resource Aggregation
OBS Investment Aggregation
Top Down Planning by Investment
Resource Workloads
Weekly Detail
Allocation Discrepancy
Unfilled Requirements
Booking Status
Instance (Portlet - View)
Capacity Planning Overview Portlets
Capacity Overview
Instance (Portlet - View)
Status Report Review Page Portlets
Status Report Review Filter
Status Report Listing
Late Status Reports
Missing Status Reports
Instance (Portlet - View)
Timesheet Overview Page Portlets
Timesheet Overview Filter
Investment Timesheet Summary
Investment Timesheet Review
Timesheet Notes
Pending Estimates Review
Instance (Portlet - View)
Timesheet Review Page Portlets
Timesheet Review
Timesheet Notes granted above for the Timesheet Overview Page Portlets is also required for the Timesheet Review Page Portlets.
Instance (Portlet - View)
PMO-Project Status-Portlets
Project Indicators
Upcoming Milestones
Project Baselines
Status Report Indicators
Actuals by Transaction Type
Team Utilization
Instance (Portlet - View)
PMO-Project Storyboard Portlets
Team Capacity
Issues by Priority
Issue Listing
Earned Value Analysis by Phase
Upcoming Milestones granted above for the PMO-Project Status Portlets is also required for the PMO-Project Storyboard Portlets.
Instance (Portlet - View)
Project Default Layout Portlets
General
Labor Effort
Team Utilization granted above for the PMO-Project Status Portlets is also required for the Project Default Layout Portlets.
Instance (Portlet - View)
Other Portlets - 
Clarity PPM
 
Action Items
My Projects
Instance (Portlet - View)
Other Portlets - PMO Accelerator
Late Tasks and Milestones
Project Analysis
Project Cycle Time Analysis
Project Document Review
Project Lifecycle Review
Resource Utilization Percentage by Month
Team Member Task Summary
Global
Roadmap (New User Experience)
Roadmap - Navigate
Global
Roadmap (New User Experience)
Roadmap - View - All
Global
Tasks (New User Experience)
Tasks - Navigate
PMO Financial Administrator
Members of the PMO Financial Administrator group manage functionality that is related to project financial plans, including the ability to create and edit any financial plan and approve budgets; create and edit financial transactions against any project. The group includes the following access rights.
 
Type
 
 
Area
 
 
Access Right
 
Global
General
Account Settings - Navigate
Organizer - Access
Global
Project Management
Projects - Navigate
Project Management - Navigate
Project Management - Tiles Navigate 
Project - View Management - All
Project - View Financial - All
Project - Cost Plan - Edit All
Project - Budget Plan - Edit All
Project - Budget Plan - Approve All
Project - Benefit Plan - Edit All
Global
Resource Management
Resource - Navigate
Resource - View - All
Resource - Edit Financial All
Global
Financial Management
Administration - Access
Financial Maintenance - Financial Management
Financial Maintenance - Financial Organizational Structure
Financial Maintenance - Define Matrix
Financial Maintenance - Manage Matrix
Financial Process - Transaction Entry
Financial Process - Work in Process
Financial Process - Approve WIP Adjustments
Instance (Page - View)
Posted Transaction Review Page
Posted Transaction Review
Page ID is cop.finTransactionReview
Instance (Page - View)
Posted Transaction Review Page
This page is a cost plan detail object action.
Posted Transaction Review
Page ID is cop.invTransactionReview
Instance (Portlet - View)
Posted Transaction Review Page Portlet
Posted Transaction Review
Portlet ID is cop.finTransactionReview
Instance (Portlet - View)
Posted Transaction Review Page Portlet
This page is a cost plan detail object action.
Posted Transaction Review
Portlet ID is cop.invTransactionReview
Instance (Portlet - View)
PMO-Project Status Portlets
Upcoming Milestones
Actuals by Transaction Type
Instance (Portlet - View)
PMO-Project Storyboard Portlets
Upcoming Milestones granted above for the PMO-Project Status Portlets is also required for the PMO-Project Storyboard Portlets.
Instance (Portlet - View)
Project Default Layout Portlets
General
Labor Effort
Instance (Portlet - View)
Other Portlets - 
Clarity PPM
 
Action Items
My Projects
Global
Tasks (New User Experience)
Tasks - Navigate
PMO Idea Creator
Members of the PMO Idea Creator group create and view new ideas. The group includes the following access rights.
 
Type
 
 
Area
 
 
Access Right
 
Global
General
Account Settings - Navigate
Organizer - Access
Global
Project Management
Projects - Navigate
Project Management - Navigate
Project Management - Tiles Navigate 
Global
Idea Management
Ideas - Create
Idea - Edit Financial Information All
Idea - View Financial Information All
Global
Resource Management
Resource - View - All
Resource - Hard Book - All
Resource - Soft Book - All
Instance (Portlet - View)
Other Portlets - 
Clarity PPM
 
Action Items
My Projects
Global
Tasks (New User Experience)
Tasks - Navigate
PMO Idea Reviewer
Members of the PMO Idea Reviewer group review and approve ideas, including ability to edit all ideas. The group includes the following access rights.
 
Type
 
 
Area
 
 
Access Right
 
Global
General
Account Settings - Navigate
Organizer - Access
Global
Project Management
Projects - Navigate
Project Management - Navigate
Project Management - Tiles Navigate 
Global
Idea Management
Ideas - Create
Idea - Edit - All
Idea - Approve - All
Idea - Benefit Plan - Edit All
Idea - Budget Plan - Approve All
Idea - Budget Plan - Edit All
Idea - Cost Plan - Edit All
Idea - Edit Financial Information All
Idea - Financial Plan - Submit All for Approval
Idea - View Financial Information All
Global
Resource Management
Resource - View - All
Instance (Page - View)
General Tabs
Sponsor
Instance (Portlet - View)
Sponsor Tab Portlets
Overview Sponsor Filter
Project KPIs by OBS
Project Schedule
Planned Cost by Project Type
Instance (Portlet - View)
Other Portlets - 
Clarity PPM
 
Action Items
My Projects
Global
Tasks (New User Experience)
Tasks - Navigate
PMO Investment Creator
Members of the PMO Investment Creator group create and view all investment types. The group includes the following access rights.
 
Type
 
 
Area
 
 
Access Right
 
Global
General
Account Settings - Navigate
Organizer - Access
Global
Project Management
Projects - Navigate
Project Management - Navigate
Project Management - Tiles Navigate 
Project - Create
Project - Create from Template
Global
Application Management
Application - Create
Application - Edit Financial Information All
Application - View Financial Information All
Global
Asset Management
Asset - Create
Asset - Edit Financial Information All
Asset - View Financial Information All
Global
Idea Management
Ideas - Create
Idea - Edit Financial Information All
Idea - View Financial Information All
Global
Other Work Management
Other Work - Create
Other Work - Edit Financial Information All
Other Work - View Financial Information All
Global
Product Management
Product - Create
Product - Edit Financial Information All
Product - View Financial Information All
Global
Service Management
Service - Create
Service - Edit Financial Information All
Service - View Financial Information All
Global
Resource Management
Resource - View - All
Instance (Portlet - View)
Other Portlets - 
Clarity PPM
 
Action Items
My Projects
Global
Tasks (New User Experience)
Tasks - Navigate
PMO Investment Viewer Extended
Members of the PMO Investment Viewer Extended group view properties, resource allocations, and financial plans of all investment types. The group includes the following access rights.
 
Type
 
 
Area
 
 
Access Right
 
Global
General
Account Settings - Navigate
Organizer - Access
Global
Project Management
Projects - Navigate
Project Management - Navigate
Project Management - Tiles Navigate 
Project - View Management - All
Project - View Financial - All
Project - Cost Plan - View All
Project - Budget Plan - View All
Project - Benefit Plan - View All
Project - Risk, Issue, Change Request - View - All
Status Report - View All
Global
Program Management
Management - Programs
Global
Application Management
Application - View - All
Application - View Financial Information All
Application - Cost Plan - View All
Application - Budget Plan - View All
Application Benefit Plan - View All
Global
Asset Management
Asset - View - All
Asset - View Financial Information All
Asset - Cost Plan - View All
Asset - Budget Plan - View All
Asset Benefit Plan - View All
Global
Idea Management
Idea - View - All
Idea - Benefit Plan - View All
Idea - Budget Plan - View All
Idea - Cost Plan - View All
Idea - View Financial Information All
Global
Other Work Management
Other Work - View - All
Other Work - View Financial Information All
Other Work - Cost Plan - View All
Other Work - Budget Plan - View All
Other Work Benefit Plan - View All
Global
Product Management
Product - View - All
Product - View Financial Information All
Product - Cost Plan - View All
Product - Budget Plan - View All
Product Benefit Plan - View All
Global
Service Management
Service - View - All
Service - View Financial Information All
Service - Cost Plan - View All
Service - Budget Plan - View All
Service Benefit Plan - View All
Global
Resource Management
Resource - View - All
Resource - View Book - All
Project - View Requisitions - All
Instance (Page - View)
Resource Planning Page and Tabs
Resource Planning
Capacity
Organizational Demand
Top Down Planning
Workloads
Allocations
Unfilled Allocations
Bookings
Instance (Page - View)
Capacity Planning Overview Page
Capacity Planning Review
Instance (Page - View)
Status Report Review Page and Tabs
Status Report Review
Status Report Listing
Late and Missing Status Reports
Instance (Page - View)
Timesheet Overview Page
Timesheet Overview
Timesheet Details
Timesheet Notes
Instance (Page - View)
Timesheet Review Page and Tab
This page is a team object action.
Timesheet Review
Timesheets
Timesheet Notes granted above for the Timesheet Overview Page is also required for the Timesheet Review Page.
Instance (Page - View)
PMO-Project Storyboard Page
Issues Drill Down
Instance (Portlet - View)
Resource Planning Page Portlets
Role Capacity Histogram
Role Capacity
OBS Resource Aggregation
OBS Investment Aggregation
Top Down Planning by Investment
Resource Workloads
Weekly Detail
Allocation Discrepancy
Unfilled Requirements
Booking Status
Instance (Portlet - View)
Capacity Planning Overview Portlets
Capacity Overview
Instance (Portlet - View)
Status Report Review Page Portlets
Status Report Review Filter
Status Report Listing
Late Status Reports
Missing Status Reports
Instance (Portlet - View)
Timesheet Overview Page Portlets
Timesheet Overview Filter
Investment Timesheet Summary
Investment Timesheet Review
Timesheet Notes
Pending Estimates Review
Instance (Portlet - View)
Timesheet Review Page Portlets
Timesheet Review
Timesheet Notes granted above for the Timesheet Overview Page Portlets is also required for the Timesheet Review Page Portlets.
Instance (Portlet - View)
PMO-Program Status Portlets
Cost and Schedule Overview
Schedule and Progress
Resource Utilization
Instance (Portlet - View)
Program Layout Portlets
General
Labor Effort
Subprojects
Instance (Portlet - View)
PMO-Project Status Portlets
Project Indicators
Upcoming Milestones
Project Baselines
Status Report Indicators
Actuals by Transaction Type
Team Utilization
Instance (Portlet - View)
PMO-Project Storyboard Portlets
Team Capacity
Issues by Priority
Issues Listing
Earned Value Analysis by Phase
Upcoming Milestones granted above for the PMO-Project Status Portlets is also required for the PMO-Project Storyboard Portlets.
Instance (Portlet - View)
Project Default Layout Portlets
General and Labor Effort granted above for the Program Layout Portlets is also required for the Project Default Layout Portlets.
Team Utilization granted above for the PMO-Project Status Portlets is also required for the Project Default Layout Portlets.
Instance (Portlet - View)
Other Portlets - 
Clarity PPM
 
Action Items
My Projects
Instance (Portlet - View)
Other Portlets - PMO Accelerator
Late Tasks and Milestones
Project Analysis
Project Cycle Time Analysis
Project Document Review
Project Lifecycle Review
Resource Utilization Percentage by Month
Team Member Task Summary
Global
Tasks (New User Experience)
Tasks - Navigate
PMO Portfolio Manager
Members of the PMO Portfolio Manager group manage portfolios across investments. The group includes the following access rights.
 
Type
 
 
Area
 
 
Access Right
 
Global
General
Account Settings - Navigate
Organizer - Access
Global
Project Management
Projects - Navigate
Project Management - Navigate
Project Management - Tiles Navigate 
Global
Portfolio Management
Portfolio - Navigate
Portfolio - Create
Global
Resource Management
Resource - View - All
Instance (Page - View)
Portfolio Dashboard Page and Tabs
Portfolio Dashboard
Cost and Benefits
Roles
Cost and Health
Goal Analysis
Investment Analysis
Capital and Operating
Instance (Portlet - View)
Portfolio Dashboard Portlets
Portfolio Dashboard Filter
Portfolio Costs
Portfolio Cost and Benefit Analysis
Portfolio Roles
Portfolio Role Analysis
Portfolio Cost by Overall Health
Portfolio Investment Count by Goal
Portfolio Planned Cost by Goal
Portfolio Role Demand by Goal
Portfolio Planned NPV by Goal
Portfolio Investment Count by Type
Portfolio Investment Count by Work Status
Portfolio Investment Count by Waterline
Portfolio Investment Count by Approval
Portfolio Capital and Operating Costs
Portfolio Capital and Operating Cost Analysis
Instance (Portlet - View)
PMO-Portfolio Investment Dashboard Portlets
Portfolio Investment Dashboard Filter
Planned Cost by Waterline
Role Demand by Waterline
Planned Cost by Goal
Role Demand by Goal
Investment Cost and Role Demand
Investment Schedule
Role Capacity and Demand
Role Capacity and Demand Histogram
Investment Planning by Period
Investment Cost by Period
Investment Financial Summary
Capital and Operating Cost Summary
Capital and Operating Budget vs. Forecast
Instance (Portlet - View)
Other Portlets - 
Clarity PPM
 
Action Items
My Projects
Global
Tasks (New User Experience)
Tasks - Navigate
PMO Program Manager
Members of the PMO Program Manager group manage programs containing several projects. The group includes the following access rights.
 
Type
 
 
Area
 
 
Access Right
 
Global
General
Account Settings - Navigate
Organizer - Access
Global
Project Management
Projects - Navigate
Project Management - Navigate
Project Management - Tiles Navigate 
Project - Enable Financial
Project - Cost Plan - Edit All
Project - Budget Plan - Edit All
Project - Budget Plan - Approval All
Project - Benefit Plan - Edit All
Project - Risk, Issue, Change Request - Edit - All
Project - Risk, Issue, Change Request - Delete - All
Status Report - Create
Status Report - Edit All
Global
Program Management
Management - Programs
Global
Resource Management
Resource - View - All
Instance (Page - View)
General Tabs
Program Dashboard
Program Manager Cost Dashboard Drill Down
Project Costs By Phase
Project Costs By Task
Project Costs By Resource
Project Storyboard Drill Down
Issues Drill Down
Issues and Risks
Instance (Page - View)
Status Report Review Page and Tabs
Status Report Review
Status Report Listing
Late and Missing Status Reports
Instance (Portlet - View)
Program Dashboard Tab Portlets
Overview Program Filter
Program Manager Cost Dashboard
Project Costs by Phase
Project Costs by Task
Project Costs by Resource
Program Manager Schedule Dashboard
Team Capacity
Upcoming Milestones
Issues by Priority
Issues Listing
Earned Value Analysis by Phase
Instance (Portlet - View)
Issues and Risks Tab Portlets
Overview Project Filter
Risk Management
Issue Management
Instance (Portlet - View)
Status Report Review Page Portlets
Status Report Review Filter
Status Report Listing
Late Status Reports
Missing Status Reports
Instance (Portlet - View)
PMO-Program Status Portlets
Cost and Schedule Overview
Schedule and Progress
Resource Utilization
Instance (Portlet - View)
Program Layout Portlets
General
Labor Effort
Subprojects
Instance (Portlet - View)
Other Portlets - 
Clarity PPM
 
Action Items
My Projects
Global
Tasks (New User Experience)
Tasks - Navigate
PMO Project Creator
Members of the PMO Project Creator group create and view new projects. The group includes the following access rights.
 
Type
 
 
Area
 
 
Access Right
 
Global
General
Account Settings - Navigate
Organizer - Access
Global
Project Management
Projects - Navigate
Project Management - Navigate
Project Management - Tiles Navigate 
Project - Create
Project - Create from Template
Project - Enable Financial
Global
Resource Management
Resource - View - All
Instance (Portlet - View)
Other Portlets - 
Clarity PPM
 
Action Items
My Projects
Global
Tasks (New User Experience)
Tasks - Navigate
PMO Project Manager
Members of the PMO Project Manager group manage project properties, status reports, schedules, and resource allocations. The group includes the following access rights.
 
Type
 
 
Area
 
 
Access Right
 
Global
General
Account Settings - Navigate
Organizer - Access
Global
Project Management
Projects - Navigate
Project Management - Navigate
Project Management - Tiles Navigate 
Project - Enable Financial
Project - Modify Baseline All
Project - Risk, Issue, Change Request - Edit - All
Project - Risk, Issue, Change Request - Delete - All
Status Report - Create
Status Report - Edit All
Global
Resource Management
Resource - View - All
Resource - Hard Book All
Instance (Page - View)
General Tabs
Project Dashboard
Resource Planning Page and Tabs
Resource Planning
Capacity
Organizational Demand
Top Down Planning
Workloads
Allocations
Unfilled Allocations
Instance (Page - View)
Status Report Review Page and Tabs
Status Report Review
Status Report Listing
Late and Missing Status Reports
Instance (Page - View)
Timesheet Overview Page
Timesheet Overview
Timesheet Details
Timesheet Notes
Instance (Page - View)
Timesheet Review Page and Tab
This page is a team object action.
Timesheet Review
Timesheets
Timesheet Notes granted above for the Timesheet Overview Page is also required for the Timesheet Review Page.
Instance (Page - View)
PMO-Project Storyboard Page
Issues Drill Down
Instance (Portlet - View)
Project Dashboard Tab Portlets
Overview Project Filter
Schedule Dashboard
Cost and Effort Dashboard
Instance (Portlet - View)
Resource Planning Page Portlets
Role Capacity Histogram
Role Capacity
OBS Resource Aggregation
OBS Investment Aggregation
Top Down Planning by Investment
Resource Workloads
Weekly Detail
Allocation Discrepancy
Unfilled Requirements
Instance (Portlet - View)
Status Report Review Page Portlets
Status Report Review Filter
Status Report Listing
Late Status Reports
Missing Status Reports
Instance (Portlet - View)
Timesheet Overview Page Portlets
Timesheet Overview Filter
Investment Timesheet Summary
Investment Timesheet Review
Timesheet Notes
Instance (Portlet - View)
Timesheet Review Page Portlets
Timesheet Review
Timesheet Notes granted above for the Timesheet Overview Page Portlets is also required for the Timesheet Review Page Portlets.
Instance (Portlet - View)
PMO-Project Status Portlets
Status Report Indicators
Team Utilization
Instance (Portlet - View)
PMO-Project Storyboard Portlets
Issues by Priority
Issues Listing
Instance (Portlet - View)
Project Default Layout Portlets
General
Labor Effort
Team Utilization granted above for the PMO-Project Status Portlets is also required for the Project Default Layout Portlets.
Instance (Portlet - View)
Other Portlets - 
Clarity PPM
 
Action Items
My Projects
Global
Tasks (New User Experience)
Tasks - Navigate
PMO Project Manager Extended
Members of the PMO Project Manager Extended group manage project properties, status reports, schedules, resource allocations, tasks, baselines, and financial plans. The group includes the following access rights.
 
Type
 
 
Area
 
 
Access Right
 
Global
General
Account Settings - Navigate
Organizer - Access
Global
Project Management
Projects - Navigate
Project Management - Navigate
Project Management - Tiles Navigate 
Project - Enable Financial
Project - Modify Baseline All
Project - Schedule In Browser
Project - Cost Plan - Edit All
Project - Budget Plan - Edit All
Project - Budget Plan - Approval All
Project - Benefit Plan - Edit All
Project - Risk, Issue, Change Request - Edit - All
Project - Risk, Issue, Change Request - Delete - All
Status Report - Create
Status Report - Edit All
Global
Resource Management
Resource - View - All
Resource - Hard Book All
Resource - Soft Book All
Project - Create/Edit Requisitions - All
Project - Attach Requisitions Entry Resources - All
Instance (Page - View)
General Tabs
PM Alerts
Schedule Performance Drill Down
Current Issues Drill Down
Staffing Outlook Drill Down
Project Dashboard
Issues and Risks
Instance (Page - View)
Resource Planning Page and Tabs
Resource Planning
Capacity
Organizational Demand
Top Down Planning
Workloads
Allocations
Unfilled Allocations
Bookings
Instance (Page - View)
Capacity Planning Overview Page
Capacity Planning Review
Instance (Page - View)
Status Report Review Page and Tabs
Status Report Review
Status Report Listing
Late and Missing Status Reports
Instance (Page - View)
Timesheet Overview Page
Timesheet Overview
Timesheet Details
Timesheet Notes
Instance (Page - View)
Timesheet Review Page and Tab
This page is a team object action.
Timesheet Review
Timesheets
Timesheet Notes granted above for the Timesheet Overview Page is also required for the Timesheet Review Page.
Instance (Page - View)
PMO-Project Storyboard Page
Issues Drill Down
Instance (Portlet - View)
Sponsor Tab Portlets
Group does not have rights to the Sponsor Tab, but it has access to the portlets.
Project KPIs by OBS
Project Schedule
Planned Cost by Project Type
Instance (Portlet - View)
PM Alerts Tab Portlets
Overview Project Filter
Schedule Performance
Schedule Performance Details
Milestones
Current Issues
Current Issues Listing
Staffing
Staffing Details
Instance (Portlet - View)
Project Dashboard Tab Portlets
Schedule Dashboard
Cost and Effort Dashboard
Overview Project Filter granted above for the PM Alerts Tab Portlets is also required for the Project Dashboard Tab Portlets.
Instance (Portlet - View)
Issues and Risks Tab Portlets
Risk Management
Issue Management
Overview Project Filter granted above for the PM Alerts Tab Portlets is also required for the Issues and Risks Tab Portlets.
Instance (Portlet - View)
Resource Planning Page Portlets
Role Capacity Histogram
Role Capacity
OBS Resource Aggregation
OBS Investment Aggregation
Top Down Planning by Investment
Resource Workloads
Weekly Detail
Allocation Discrepancy
Unfilled Requirements
Booking Status
Instance (Portlet - View)
Capacity Planning Overview Portlets
Capacity Overview
Instance (Portlet - View)
Status Report Review Page Portlets
Status Report Review Filter
Status Report Listing
Late Status Reports
Missing Status Reports
Instance (Portlet - View)
Timesheet Overview Page Portlets
Timesheet Overview Filter
Investment Timesheet Summary
Investment Timesheet Review
Timesheet Notes
Pending Estimates Review
Instance (Portlet - View)
Timesheet Review Page Portlets
Timesheet Review
Timesheet Notes granted above for the Timesheet Overview Page Portlets is also required for the Timesheet Review Page Portlets.
Instance (Portlet - View)
PMO-Project Status Portlets
Project Indicators
Upcoming Milestones
Project Baselines
Status Report Indicators
Actuals by Transaction Type
Team Utilization
Instance (Portlet - View)
PMO-Project Storyboard Portlets
Team Capacity
Issues by Priority
Issues Listing
Earned Value Analysis by Phase
Upcoming Milestones granted above for the PMO-Project Status Portlets is also required for the PMO-Project Storyboard Portlets.
Instance (Portlet - View)
Project Default Layout Portlets
General
Labor Effort
Team Utilization granted above for the PMO-Project Status Portlets is also required for the Project Default Layout Portlets.
Instance (Portlet - View)
Other Portlets - 
Clarity PPM
 
Action Items
My Projects
Instance (Portlet - View)
Other Portlets - PMO Accelerator
Late Tasks and Milestones
Project Cycle Time Analysis
Project Document Review
Project Lifecycle Review
Team Member Task Summary
Global
Tasks (New User Experience)
Tasks - Navigate
PMO Project Viewer
Members of the PMO Project Viewer group view all projects and project related portlets and reports. The group includes the following access rights.
 
Type
 
 
Area
 
 
Access Right
 
Global
General
Account Settings - Navigate
Organizer - Access
Global
Project Management
Projects - Navigate
Project Management - Navigate
Project Management - Tiles Navigate 
Project - View Management - All
Project - View Financial - All
Project - Risk, Issue, Change Request - View - All
Status Report - View All
Global
Resource Management
Resource - View - All
Instance (Page - View)
General Tabs
Project Dashboard
Issues and Risks
Instance (Page - View)
Status Report Review Page and Tabs
Status Report Review
Status Report Listing
Late and Missing Status Reports
Instance (Page - View)
PMO-Project Storyboard Page
Issues Drill Down
Instance (Portlet - View)
Project Dashboard Tab Portlets
Overview Project Filter
Schedule Dashboard
Cost and Effort Dashboard
Instance (Portlet - View)
Issues and Risks Tab Portlets
Risk Management
Issue Management
Overview Project Filter granted above for the Project Dashboard Tab Portlets is also required for the Issues and Risks Tab Portlets.
Instance (Portlet - View)
Status Report Review Page Portlets
Status Report Review Filter
Status Report Listing
Late Status Reports
Missing Status Reports
Instance (Portlet - View)
PMO-Project Status Portlets
Status Report Indicators
Team Utilization
Instance (Portlet - View)
PMO-Project Storyboard Portlets
Issues by Priority
Issues Listing
Instance (Portlet - View)
Project Default Layout Portlets
General
Labor Effort
Team Utilization granted above for the PMO-Project Status Portlets is also required for the Project Default Layout Portlets.
Instance (Portlet - View)
Other Portlets - 
Clarity PPM
 
Action Items
My Projects
Global
Tasks (New User Experience)
Tasks - Navigate
PMO Resource Administrator
Members of the PMO Resource Administrator group create new resources or roles and edit the properties for any resource; view all projects and adjust resource allocations across projects. The group includes the following access rights.
 
Type
 
 
Area
 
 
Access Right
 
Global
General
Account Settings - Navigate
Organizer - Access
Global
Resource Management
Resource - Navigate
Resource - Create
Resource - View - All
Resource - Edit - All
Resource - Edit Financial All
Resource - Update Skills - All
Gobal
Team definition
Team - Create
Team - Edit - All
Team - View - All
Team - Delete - All
Instance (Page - View)
Resource Planning Page and Tabs
Resource Planning
Capacity
Organizational Demand
Top Down Planning
Workloads
Allocations
Unfilled Allocations
Bookings
Instance (Page - View)
Capacity Planning Overview Page
Capacity Planning Review
Instance (Portlet - View)
Resource Planning Page Portlets
Role Capacity Histogram
Role Capacity
OBS Resource Aggregation
OBS Investment Aggregation
Top Down Planning by Investment
Resource Workloads
Weekly Detail
Allocation Discrepancy
Unfilled Requirements
Booking Status
Instance (Portlet - View)
Capacity Planning Overview Portlets
Capacity Overview
Instance (Portlet - View)
Other Portlets - 
Clarity PPM
 
Action Items
My Projects
PMO Resource Manager
Members of the PMO Resource Manager group manage the schedules of direct reports, adjust their allocations on projects, and view all projects. The group includes the following access rights.
 
Type
 
 
Area
 
 
Access Right
 
Global
General
Account Settings - Navigate
Organizer - Access
Global
Project Management
Projects - Navigate
Project Management - Navigate
Project Management - Tiles Navigate 
Project - View Management - All
Project - View Financial - All
Global
Resource Management
Resource - View - All
Resource - Hard Book All
Resource - Soft Book All
Instance (Page - View)
Resource Planning Page and Tabs
Resource Planning
Capacity
Organizational Demand
Top Down Planning
Workloads
Allocations
Unfilled Allocations
Bookings
Instance (Page - View)
Capacity Planning Overview Page
Capacity Planning Review
Instance (Portlet - View)
Resource Planning Page Portlets
Role Capacity Histogram
Role Capacity
OBS Resource Aggregation
OBS Investment Aggregation
Top Down Planning by Investment
Resource Workloads
Weekly Detail
Allocation Discrepancy
Unfilled Requirements
Booking Status
Instance (Portlet - View)
Capacity Planning Overview Portlets
Capacity Overview
Instance (Portlet - View)
PMO-Project Status Portlets
Team Utilization
Instance (Portlet - View)
PMO-Project Storyboard Portlets
Team Capacity
Instance (Portlet - View)
Project Default Layout Portlets
General
Labor Effort
Team Utilization granted above for the PMO-Project Status Portlets is also required for the Project Default Layout Portlets.
Instance (Portlet - View)
Other Portlets - 
Clarity PPM
 
Action Items
My Projects
Global
Tasks (New User Experience)
Tasks - Navigate
PMO Resource Manager Extended
Members of the PMO Resource Manager Extended group manage the schedules of direct reports, adjust their allocations on projects and skills, access requisitions, and view all projects. The group includes the following access rights.
 
Type
 
 
Area
 
 
Access Right
 
Global
General
Account Settings - Navigate
Organizer - Access
Global
Project Management
Projects - Navigate
Project Management - Navigate
Project Management - Tiles Navigate 
Project - View Management - All
Project - View Financial - All
Global
Resource Management
Resource - View - All
Resource - Hard Book All
Resource - Soft Book All
Resource - Update Skills - All
Project - Create/Edit Requisitions - All
Project - Attach Requisitions Entry Resources - All
Project - View Requisitions - All
Instance (Page - View)
Resource Planning Page and Tabs
Resource Planning
Capacity
Organizational Demand
Top Down Planning
Workloads
Allocations
Unfilled Allocations
Bookings
Instance (Page - View)
Capacity Planning Overview Page
Capacity Planning Overview
Instance (Page - View)
Timesheet Overview Page
Timesheet Overview
Timesheet Details
Timesheet Notes
Instance (Page - View)
Timesheet Review Page and Tab
This page is a team object action.
Timesheet Review
Timesheets
Timesheet Notes granted above for the Timesheet Overview Page is also required for the Timesheet Review Page.
Instance (Portlet - View)
Resource Planning Page Portlets
Role Capacity Histogram
Role Capacity
OBS Resource Aggregation
OBS Investment Aggregation
Top Down Planning by Investment
Resource Workloads
Weekly Detail
Allocation Discrepancy
Unfilled Requirements
Booking Status
Instance (Portlet - View)
Capacity Planning Overview Portlets
Capacity Overview
Instance (Portlet - View)
Timesheet Overview Page Portlets
Timesheet Overview Filter
Investment Timesheet Summary
Investment Timesheet Review
Timesheet Notes
Instance (Portlet - View)
Timesheet Review Page Portlets
Timesheet Review
Timesheet Notes granted above for the Timesheet Overview Page Portlets is also required for the Timesheet Review Page Portlets.
Instance (Portlet - View)
PMO-Project Status Portlets
Team Utilization
Instance (Portlet - View)
PMO-Project Storyboard Portlets
Team Capacity
Instance (Portlet - View)
Project Default Layout Portlets
General
Labor Effort
Team Utilization granted above for the PMO-Project Status Portlets is also required for the Project Default Layout Portlets.
Instance (Portlet - View)
Other Portlets - 
Clarity PPM
 
Action Items
My Projects
Global
Tasks (New User Experience)
Tasks - Navigate
PMO System Administrator
Members of the PMO System Administrator group manage the system by having 
 
all global rights
 
 to access all features and edit all records in the product. 
PMO Team Member
Members of the PMO Team Member group create and submit timesheets. The group includes the following access rights.
 
Type
 
 
Area
 
 
Access Right
 
Global
General
Account Settings - Navigate
Organizer - Access
Global
Project Management
Projects - Navigate
Project Management - Navigate
Project Management - Tiles Navigate 
Global
Resource Management
Resource - View - All
Global
Timesheet Management
Timesheet Navigate
Instance (Portlet - View)
Other Portlets - 
Clarity PPM
 
Action Items
My Projects
Instance (Portlet - View)
Other Portlets - PMO Accelerator
My Timesheets
Global
Tasks (New User Experience)
Tasks - Navigate
PMO Timesheet Administrator
Members of the PMO Timesheet Administrator group manage timesheet approval; submit and approve all timesheets. The group includes the following access rights.
 
Type
 
 
Area
 
 
Access Right
 
Global
General
Account Settings - Navigate
Organizer - Access
Global
Resource Management
Resource - View - All
Global
Timesheet Management
Timesheet Navigate
Timesheet - Edit All
Timesheet - Approval All
Instance(Portlet - View)
Other Portlets - 
Clarity PPM
 
Action Items
My Projects
PMO Vendor Management
Members of the PMO Vendor Management group access vendor related reports and views. The group includes the following access rights.
 
Type
 
 
Area
 
 
Access Right
 
Global
General
Account Settings - Navigate
Organizer - Access
Global
Project Management
Projects - Navigate
Project Management - Navigate
Project Management - Tiles Navigate 
Instance (Portlet - View)
Other Portlets - 
Clarity PPM
 
Action Items
My Projects
Global
Tasks (New User Experience)
Tasks - Navigate
PMO Roadmap Creator
Members of the PMO Roadmap Creator group create, view, and edit new roadmaps. The group includes the following access rights.
 
Type
 
 
Area
 
 
Access Right
 
Global
Roadmaps (New User Experience)
Roadmap - Navigate
Global
Roadmaps (New User Experience)
Roadmap - Create
PMO Roadmap Viewer
 Members of the PMO Roadmap Viewer group can view all roadmaps. The group includes the following access rights.
 
Type
 
 
Area
 
 
Access Right
 
Global
Roadmaps (New User Experience)
Roadmap - Navigate
Global
Roadmaps (New User Experience)
Roadmap - View All
PMO Roadmap Editor
Members of the PMO Roadmap Editor group can edit all roadmaps and manage roadmap-specific picklists. The group includes the following access rights.
 
Type
 
 
Area
 
 
Access Right
 
Global
Roadmaps (New User Experience)
Roadmap - Navigate
Global
Roadmaps (New User Experience)
Roadmap - Edit - All
 
More Information
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