Configuring Licenses and Access Grants

This section describes the licenses and access grants related to Portfolio Management. You enable individual users or security groups to view or edit a certain page by assigning them required licenses and access grants. Those without the licenses or access grants cannot view or edit the page.

Portfolio Management Licenses

The following licenses are associated with Portfolio Management:

It provides access to general Portfolio Management functionality and to configuration of general Portfolio Management settings. All Portfolio Management users must have a Portfolio Management license (and a Demand Management license).

It allows all users who have the Portfolio Management License to configure and run scenario optimizations and to generate the efficient frontier graph.

Back to top

Portfolio Management Access Grants

Access Grant

Description

Configure Portfolio Management

Users with the access grant are allowed to configure the settings in the Configure Portfolio and Scenario Comparison Options.
Create Portfolios

Users with the access grant are allowed to create portfolios.

Edit All Portfolios

Users with the access grant are allowed to:

  • View and edit all portfolios in the system.

  • Delete empty portfolios.
  • View and edit the Analyze Current Portfolio page and Portfolio Management portlets.
  • Create and edit business objectives.
Edit Portfolio

Users with the access grant are allowed to:

  • View the portfolios where the users are also given the View Portfolio or Edit Portfolio access right in the Portfolio Security.

  • Edit the portfolios where the users are also given the Edit Portfolio access right in Portfolio Security.

    However, having the Edit Portfolio access grant and the Edit Portfolio access right is not sufficient to allow the user to edit a portfolio's access rights or portfolio managers.

  • Be available for selection in the Portfolio Manager auto-complete field in all portfolios.
  • Be available for addition to the Configure Access page to be given the View Portfolio and Edit Portfolio access rights.
View All Portfolios

Users with the access grant are allowed to:

  • View all portfolios in the system.
  • View and edit the Analyze Current Portfolio page and Portfolio Management portlets.
Edit All Portfolio Types

Users with the access grant are allowed to:

  • Create new portfolio types.
  • View, edit, and delete all portfolio types in the system.
View All Portfolio Types Users with the access grant are allowed to view all portfolio types in the system.
Manage KPIs

Users with the access grant are allowed to:

  • Add and modify KPIs.

Edit All Scenario Comparisons

Users with the access grant are allowed to:

  • View, edit, and delete all scenario comparisons in the system.

  • Create new scenario comparisons.

Edit Scenario Comparison

Users with the access grant are allowed to:

  • View, edit, and delete any scenario comparison that also grants the users access on its Configure Access page (Additional Editing Access fields).

  • Create new scenario comparisons.

View Scenario Comparison

Users with the access grant are allowed to view any scenario comparison that also grants that user access on its Configure Access page (View Access field or Additional Editing Access fields)

Back to top