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

Project Portfolio Management reference

Reference topics provide information about domain separation, quick start tests, business stakeholder role access, and others related to Project Portfolio Management.

  • Components installed with Project Portfolio Management (PPM) Standard
    Several components are installed with the activation of the PPM Standard plugin.
  • Business stakeholder role for PPM
    For PPM users, the Business Stakeholder (com.snc.business_stakeholder) plugin contains the business stakeholder roles for Enterprise Architecture (formerly APM), ITFM, and PPM. Users with this role can read records of the tables that are used to retrieve data for reports and dashboards and can approve demands and timecards. You can assign this role to any user who is a business stakeholder.
  • Domain separation and Project Portfolio Management
    Domain separation is supported in Project Portfolio Management. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.
  • Quick start tests for Project Portfolio Management
    Validate that Project Portfolio Management still works after you make any configuration change such as applying an upgrade or developing an application. Copy and customize these quick start tests to pass when using your instance-specific data.
  • Related lists added for financials
    PPM Standard adds several related lists to both the Project and Portfolio forms.

Parent Topic:Project Portfolio Management