1. SAP Glossary
  2. Portfolio Management
  3. role


What is role in SAP PPM-PFM - Portfolio Management?


SAP Term: role

  • Component: PPM-PFM

  • Component Name: Portfolio Management

  • Description: The function of a resource in a project, for example, the project lead. The role is staffed by one or more concrete persons and contains information regarding the qualifications the person must have and the date and length of time the person must be available for. As a rule, therole is assigned to the tasks in the project for which the person is responsible, or to the tasks a person works with. The role stands for a required resource from the point of view of resource management.


Smart SAP Assistant

  • Key Concepts: 
    A role in SAP PPM-PFM Portfolio Management is a set of permissions that define what a user can do within the system. It is used to control access to certain functions and data, and to ensure that users only have access to the information they need. 
    
    How to use it: 
    In order to assign roles to users, an administrator must first create the roles in the system. This can be done by navigating to the “Roles” tab in the system settings. Once the roles have been created, they can be assigned to users by selecting the appropriate role from a drop-down menu when creating or editing a user profile. 
    
    Tips & Tricks: 
    It is important to ensure that roles are assigned correctly, as this will ensure that users only have access to the information they need. It is also important to regularly review and update roles as needed, as this will ensure that users always have access to the most up-to-date information. 
    
    Related Information: 
    For more information on roles in SAP PPM-PFM Portfolio Management, please refer to the official documentation available on the SAP website.
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