Profiles and Roles of HOPEX Project Portfolio Management
HOPEX Project Portfolio Management includes by default profiles and business roles with specific rights and tasks.
We differentiate between:
• Profiles specific to PPM:
• Demand Manager
• Project Portfolio Manager
• Project Leader
• Profiles specific to solutions:
These are the standard profiles for solutions that have the PPM option. They have the objects and functionalities of PPM.
For example, in the ITPM solution with the PPM option, the Application Portfolio Manager profile can perform all the actions specific to the Application Portfolio Manager profile as well as those specific to the Project Portfolio Manager profile.
• The business 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.
Case of PPM profiles that are sub-profiles of solution profiles
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 “Application Portfolio Manager” profile has access to all PPM features.
In this case, the "Project Portfolio Manager" profile is not proposed to the user at login, since it is already included in the ITPM "Application Portfolio Manager" profile. This is determined by the Profile display option which has the value “If not included in another profile” selected by default.
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.
Project Stakeholder
Project stakeholder is the role of an individual, team, or organization that represents their interests in the project outcomes.
Other business roles
Some profiles also exist as roles, for example the "Project Portfolio Manager" profile. When several users with the "Project Portfolio Manager" profile exist, the role allows projects to be distributed among them. The projects assigned to each user appear in the "My Projects" menus.