Profiles and Roles of HOPEX Project Portfolio Management
HOPEX Project Portfolio Management includes by default Profiles and Business roles, which define specific access rights and tasks, as follows:
• PPM specific profiles:
• Demand Manager
• Project Portfolio Manager
• Project Leader
• Solution specific profiles:
These profiles are standard profiles included in the Solutions that have the PPM option. These profiles benefit from the PPM features and functionalities.
For example, in the ITPM Solution with the PPM option, the Application Portfolio Manager profile can perform all the standard actions of the Application Portfolio Manager profile as well as all the actions of the PPM Project Portfolio Manager profile.
• Business roles associated with specific objects
For example, for a project domain, a project portfolio or a project, you can assign the Demand Manager or the Project Approver Business roles to a person.
Case of PPM specific profiles that are sub-profiles of Solution specific profile
PPM specific profiles can be included in other profiles.
For example, the 'Project Portfolio Manager' profile is a sub-profile of the ITPM 'Application Portfolio Manager' profile. The ITPM 'Application Portfolio Manager' profile has access to all the PPM features.
In that case, the 'Project Portfolio Manager' profile is not proposed to the user at connection, as already included in the ITPM 'Application Portfolio Manager' profile. This is defined by its Profile display value set to "if not included in another profile".
PPM Specific Profiles
Demand manager
The demand manager is responsible for examining and approving or rejecting submitted project demands by validating, from a technical point of view, the project and business case charter.
Project Portfolio Manager
The portfolio manager is responsible for examining candidate projects in their entirety and approving or rejecting the candidate projects submitted by the demand managers. He/she is responsible for assessing the risk level, the strategic alignment and the costs/benefits of the project in the project portfolio, and to thus define the relative benefits of the candidate projects and projects in progress.
Project Leader
The project leader is responsible for project completion and follow-up.
Roles with respect to objects
Roles can be assigned for specific objects.
They are part of the workflow associated with objects.
Demand Submitter
The requester is the person who creates the demand (role created automatically on demand creation).
Demand Approver
The demand approver is responsible for validating the demand. The approvers can be defined globally for a project domain or a portfolio, or on a project-by-project basis.
Project Portfolio Approver
The project portfolio approver is responsible for validating the demand. The approvers can be defined globally for a project domain or a portfolio, or on a project-by-project basis.
Project Stakeholder
The project stakeholder is the role of an individual, team, or organization that represents their interests in the outcome of the project.
Other roles
Some profiles also exist as a role, for example, "Project Portfolio Manager". When several "Project Portfolio Manager" profile users exist, the role allows to divide the projects among them. Projects assigned to each user appear in the "My projects" menus.