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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Roles required for Engagement project planning for Project Portfolio Management

The advanced planning capability enables integration of Advanced Audit with the Project Portfolio Management (PPM) product. The capability creates an equivalent project for the engagement, and provides planning features that could be used for resource planning, cost planning, and so on, from the engagement project.

Engagement-project planning features and roles

To understand the roles required for using the engagement-project planning features, see the following table:

Feature	Description	Roles and their scope
Resource planning	As a resource requester, find the availability of the resources, and create and manage the resource plans for the project and project tasks in the project workspace. For more information, refer to Create and manage resource plans for a project	Users with at least resource_user role can add resource plans using the New button and with it_project_manager role can manage and add new resource plans using the Manage button. Users with resource_manager role would be able to confirm and allocate resource plans. Users with sn_ppm_read or timecard_user or resource_user role would be able to see the resource plans for the engagement project.
Cost planning	Project cost plans capture the costs of projects. Create a cost plan to specify the unit cost of a cost type for a fiscal period. For more information, refer to Create a project cost plan	- Users with sn\_audit.user or sn\_audit.manager role and it\_project\_manager would be able to manage the cost plan. Users with the it\_project\_manager role can add new cost plans. Users with sn\_audit.user or sn\_audit.manager and project\_manager role would be able to add a new cost plan. - Users with sn\_audit.user or sn\_audit.manager role and project\_manager role would be able to add a new cost plan. Users are suggested to use the it\_project\_manager role instead of project\_manager role by PPM. Users with the it\_project\_manager role can also add new cost plans.
Related links on Engagement project	Users can enter the project budget, move projects, calculate completion estimates for the engagement project using the related links which appear based on the roles and permissions.	- Users need portfolio\_manager role to create project budget. If a user role is being added manually, use the it\_portfolio\_manager role instead of portfolio\_manager role. - Users need project\_manager role to be able to calculate completion estimates, and move project. If a user role is being added manually, use the it\_project\_manager role instead of project\_manager role.

Parent Topic:Audit Management reference