Permissions by role - portfolio manager

Below are lists of modules, permissions, and reports that Portfolio Managers have access to: 

Program-Level Modules

  • Program Room
  • Backlog
  • Work Tree
  • Features
  • Roadmaps
  • Program Board
  • Program
  • Objectives
  • Forecast 
  • Dependencies
  • Risks
  • Work Item Links
  • Program Increments
  • Release Vehicles
  • Program Teams
  • Program Tracking
  • Progress By Learning Objectives
  • Program Increment Progress
  • Process Step Cycle Time
  • Dependency Map
  • Link Maps
  • Program Allocation

Portfolio-Level Modules

  • Portfolio Room (Beta) 
  • Backlof
  • Work Tree
  • Epics
  • Themes 
  • Portfolio Learning Objectives 
  • Business Model 
  • Escalations 
  • Portfolio Teams 
  • Program Increment Progress
  • Process Step Cycle Time 
  • Investment vs. Actuals 
  • Work In Process
  • Program Velocity
  • Program Allocation 
  • Epic Progress

 

Enterprise-Level Modules

  • Strategy Room 
  • Strategic Backlog 
  • Kanban Boards 
  • Strategy Tree
  • Strategic Snapshots
  • Goals
  • Ideation
  • Goal Types
  • Goal Balancing
  • Epic Balancing
  • Status Reports
  • Project Funding / Status
  • Demand vs Capacity By Team
  • Transform
  • Inspect & Adapt

 

Permissions

  • Add Acceptance Criteria Constraints
  • Add Agile Objects
  • Add/Edit Performance Metrics
  • Admin Manage Sprints
  • Admin Manage Teams
  • Allow access to cancel item
  • Allow access to read recycle bin
  • Allow access to restore/delete from recycle bin
  • Allow User to access the Jira Deleted Issue Report
  • Allow User to edit Feature Jira Project Keys(Multiple)
  • Change Dependency Commit In Progress
  • Complete Enhancement Requests
  • Create/Edit Feedback Groups
  • Delete Agile Objects
  • Import Stories/Tasks/Features
  • LifeCycle Approve
  • LifeCycle Assign
  • LifeCycle Document Edit
  • Manage Agile Objects(Admin)
  • Manage Progress Trackers
  • Manage WorkFlow
  • Merge Stories
  • Professional Roadmaps
  • View Top Manager Reports

Reports

  • Action Items Report
  • Defects by Story
  • Feature Audit Report
  • Impediments & Risks
  • Individual Burndowns
  • Investment vs. Actuals
  • Not Started Trend
  • Override Events
  • Program Estimation Accuracy (Trend)
  • Program Increment Scope
  • Program Increment Velocity
  • Program Increments BurnUp
  • Rate of New Cards Added
  • Release Vehicle Roadmap
  • ScrumBan Report
  • Sprint Defect Trend
  • Sprint Performance
  • Sprint Scope Changes
  • Team Details
  • Test Case Coverage
  • Theme Rank
  • WIP by State
  • WIP by Step Board
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