Profiles and Roles of HOPEX Project Portfolio Management
With HOPEX Project Portfolio Management, there are, by default, profiles and user roles with which specific rights and accesses are associated.
We differentiate between:
• Connection Profiles which are associated with the solutions that have the PPM option and which can create projects.
For example the Application Portfolio Manager in ITPM.
The content presented to each user in terms of menu trees and functions depends on the user connection profile, that is, the profile selected by the user to use the application.
• Connection Profiles specific to PPM:
• Demand Manager
• Project Portfolio Manager
• Project Leader
• The roles associated with specific objects
For example, in a project domain, a project portfolio or a project, you can assign a Demand Manager, a Project Approver, etc.
Connection Profiles specific to PPM can be included in higher level profiles, for instance the ITPM 'Application Portfolio Manager' profile is also 'Project Portfolio Manager', so has access to all the features. This means the elementary PPM profiles can be hidden by default for the benefit of the higher level profile, according to the 'profile' display setting.
PPM Connection 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 Manager
The project manager 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.
Requester
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.