Extending product function : Setting up the product portfolio management workspace : Template structure : Roles in portfolio management
  
Roles in portfolio management
The product portfolio management template has predefined main and secondary roles. A member of the product portfolio management workspace must belong to a role.
You can place a member in the folder of their main role by using the Members page of the “Members” menu. You can create and configure your own roles in addition to the predefined roles. You can also change a role by moving a user from one folder to another. The access rights for the user are automatically updated.
You can manage users only if you have one of these roles:
▪ Workspace administrator. If you are a Workspace administrator, your Access attribute is set to “Workspace Administrator”.
▪ User with permission to manage users. If you can manage users, your Permissions attribute is set to “Members”.
Users can be assigned secondary roles so that they can perform specific tasks. Users can have both main and secondary roles. For example, a user can have the main role of Portfolio manager and the secondary role of Product portfolio committee. This user has the combined access rights for those roles. You can assign and manage secondary roles on the Secondary Roles page. To open the Secondary Roles page, click Members > Members > [Select member] > Secondary Roles.
Main roles
 
Role
Description
Executive stakeholder
The executive stakeholder is interested in the execution and completion of the project but has an executive role, such as a senior manager or executive. Executive stakeholders can see the views for ideas, products, portfolios, competitors, customers, projects, and strategic objectives. A user with this role does not play an active part in the process of implementing an idea to a product. The purpose of this role is to monitor progress and provide input on strategy and direction.
Finance
The user with the finance role can access the ideas, products, and customers views. If you have the finance role, you can edit only the financial attributes of the product and the internal rate.
Idea dispatcher
The idea dispatcher monitors the submitted ideas. This role examines the ideas and assigns potential ideas to be investigated. The idea dispatcher can edit the access for ideas. This role has read access to the products, projects, markets, and customers modules.
Internal stakeholder
An internal stakeholder can access the workspace, but might not have one of the defined roles. This role is used by members who use information about the portfolio, such as sales persons, development managers, internal investigators or analysts, business developers, and designers. With this role, you can access ideas and you have read access to the products, projects, markets, and customers.
Marketing
A user with this role can access this information:
▪ Ideas
▪ Products, in order to edit access for marketing-related attributes
▪ Product road map
▪ Competitor products and competitors
▪ Market plans
▪ Win/loss reports
▪ Projects
Portfolio manager
Portfolio managers are responsible for one or more portfolios. They allocate new product proposals that are to be investigated by a product proposal investigator. This role can access information about ideas, products, the product road map, portfolios, customers, and competitors. The portfolio manager can monitor the progress of products in their portfolios.
Product portfolio committee
The product portfolio committee has a central role in this workspace. This committee is responsible to invest in, replace, or retire product proposals and products. A user with this role can access information about ideas, products, the product road map, customers, and competitors. This role can also edit the internal rate and update the strategic objectives. If you have this role, your home page contains indicators that you can use to monitor products.
Product manager
A product manager is responsible for the content of one or more products. This manager plays an active role during the implementation of a product. Product managers work with members of the product portfolio committee and with project managers. This role can update information about products, create and monitor road maps and projects, create win/loss reports, update market information, and analyze and plan business needs.
Project manager
The project manager is responsible for one or more projects. This role ensures that the project is implemented by the right resources on time and within budget. The user with this role can add new projects and monitor their progress, view the product road map, and plan and update business needs.
Secondary roles
 
Role
Description
Idea approver
This role scans ideas and approves or rejects the ideas. They can also place ideas in alternative states, such as “To be clarified” and “Duplicate”.
Idea investigator
This role investigates ideas. The investigation involves business value, cost, possible implementation, and feasibility.
Product proposal investigator
This role investigates product proposals. Product proposal investigators create high-level business cases, which contain a SWOT analysis and information about strategic fit, markets, competitors, revenue, and cost estimations. When the product portfolio committee prioritizes proposals, if a product proposal has a high score, the product proposal investigator creates a full business case. A full business case includes the product vision, full market and competitor analysis, and a risk assessment.
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Template structure