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How do I configure the cost and resouce tools Portfolio Permissions?

This lesson shows how to view and modify the PortfolioEngine Permissions (Portfolio Permissions).

These are permission levels, which align specifically to the Portfolio tools in EPM Live. The Portfolio Permissions are used by the Resource Management and Cost Management tools, which are Resource Planner, Resource Analyzer, Cost Planner, Cost Analyzer, Cost Modeler, and Optimizer. When a new named user is added to the Resource Pool, that user is associated to a security group. That security group name matches its corresponding Portfolio Permission Level name. For example, when a user is added to the Project Managers group in the EPM Live Resource Pool, the system automatically adds that user to the corresponding Project Managers group for the Portfolio Permission Level. In order for that functionality to take place, the Resource Pool security group name and the Portfolio Permission Level name must match exactly.

To modify the permission levels for the Portfolio Management tools, use the Portfolio Permissions page. However, to modify the security groups and permissions for the EPM Live Site overall, list apps, etc., those permissions are managed via the Resource Pool security groups and permissions. The Portfolio Permissions page is NOT where you would add or remove users from the permission levels. This Permission Levels page is only for managing the Permission Levels themselves.

1. Navigate to PortfolioEngine Permissions

  1. Select the Settings Gear icon on the Icon Bar.
  2. Under the Configuration heading, select Portfolio Permissions.

2. Add a Permission Level Group

Click Add.

3. Enter the Details of New Permission Level Group

  1. Name: Enter the Permission Level Name. The name must match the group name that corresponds to it in the Resource Pool.
  2. Notes: Enter the Permission Level description.
  3. Permissions: Select which specific permission levels the Level will have by selecting or deselecting the check boxes.
  4. When finished, click the Create button.

Note: If you are creating a new permission group, you must also create a new security group for the Resource Pool with the same name. This is done via the Advanced SharePoint Administration page, and opening the Site Permissions page.

4. Modify a Permission Level Group

  1. Select the Permission Level to view or modify.
  2. Click Modify.

5. Modify the Details of the Permission Level Group

  1. Name: Modify the Permission Level Name. The name must match the group name that corresponds to it in the Resource Pool.
  2. Notes: Modify the Permission Level description.
  3. Permissions: Select which specific permission levels the Level will have by selecting or deselecting the check boxes.
  4. When finished, click the OK button.

6. View Group Members

  1. Select the desired Permission Level Group.
  2. Click Members.

7. View Permission Level Group Members

The users whom have been added to the corresponding security Group with the same name will show here as members of this PortfolioEngine Permission Level. The users' permissions are to be managed via the EPM Live Resource Pool. When a user's permissions are updated in the Resource Pool, those updates sync into this Permission Level page.

When finished, click the Close button.

8. Delete a Permission Level Group

  1. Select the Permission Level to view or modify.
  2. Click Delete.

9. Confirm Delete

To confirm the delete, clic OK.

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