Administration
& Portfolio Management
Full system administration
Program
& Project Manager
Full system operation
Team
 Member
Time, expense and work execution
Time &
  Expense
Time and expense only
Executive View only reporting & dashboards
Portal
 User
External customers or partners
Managed
 Resource
API access only
  Administration
& Portfolio Management
Resource
& Project Manager
Team
Member
Time &
Expense
Executive Portal
 User
Managed
Resource
  Full system administration Full system operation Time, expense and work execution Time and expense only View only reporting & dashboards External customers or partners API access only
Portfolio Management
Kanban & Project Workflows Check Check          
Hierarchy & Roll-Ups Check Check          
Forecasting & Budgeting Check Check          
Benefits Forecasting & Tracking Check Check          
Key Deliverable & Dependency Tracking Check Check          
Prioritization & Scenario Modelling Check            
Project Move Check            
Portfolio Snapshots Check            
Resource Management
Resource Capability Planning Check Check          
Project Requests & Supply Check Check          
Resource Assignment Scheduling Check Check          
Project Management
Task & Assignment Planning & Tracking Check Check          
Project Financial Tracking Check Check          
Project Resource Tracking Check Check          
Risk Management Check Check Check     Check  
Issue Management Check Check Check     Check  
Document Management Check Check Check     Check  
Action Tracking Check Check Check     Check  
Assumptions Check Check Check     Check  
Change Requests Check Check Check     Check  
Lessons Learned Check Check Check     Check  
Project & Program Status Reporting Check Check Check     Check  
Project Time & Expense Tracking Check Check          
Contracts, Billing & Invoicing Check Check          
Collaboration
Social Collaboration & Posting Check Check Check   Check Check  
Time & Expense
Time Entry & Submission Check Check Check Check   Check  
Time Approval Check Check Check Check   Check  
Expense Entry & Submission Check Check Check Check   Check  
Expense & Claim Approval Check Check          
Expense Payment Check            
Reporting & Analytics
My Work Dashboard Check Check Check Check   Check  
My Projects Dashboard Check Check Check Check Check Check  
Cross-Portfolio Insights Check Check     Check    
Real-Time Reports Check Check Check   Check Check  
Scheduled/Email Reports Check Check Check     Check  
Executive Dashboards/Analytics Check Check Check   Check Check  
Administration & Configuration
Local Project & Resource Administration Check Check          
Personal Dashboard & View Configuration Check Check Check     Check  
Global Dashboard & View Configuration Check            
System Setting Configuration Check            
Business Entity Administration Check            
Custom Field Configuration Check            
Report Writer Configuration & Scheduling Check            
Data Loading Check            
Action & Workflow Configuration Check            
API Updates Check Check Check Check   Check Check
Globalization
Mobile Access Check Check Check Check Check Check  
Multi-Currency Check Check Check Check Check Check  
Multi-Language Check Check Check Check Check Check