Configuring Ivanti Neurons for PPM

important edit and read only permissions for metadata components including fields, relationships, forms, lists, layouts, triggered actions, saved searches and pick lists are indicated by a green pencil or red dot icon in the components indicating a green pencil icon can be edited; components indicating a red dot icon are read only components with no icon displayed can be edited and deleted you can duplicate a read only component and then edit it metadata components marked with a yellow pencil icon indicate a soft lock, meaning they have limited edit permissions for more information on soft lock, see modifying a business object with soft lock docid\ prrpnuvje8dmzc oaqymn configure the following features before using ppm roles ppm roles are used in resourcing plans to filter resources for task assignments set up ppm roles in the using the project role object focus areas includes the following focus areas customer satisfaction financial growth innovation/product people/culture processes/operations add additional areas in the using the ppm project area pick list strategic objectives strategic objectives can be associated with portfolios, programs, and demands set up ppm roles in the using the strategic objective object a , , or can also create a new strategic objective while working on portfolios use the stakeholders tab in a strategic objective record to add employees involved in the creation and management of an organization's strategic objectives executive approval committee demands with a budget of over $1 million must be approved by a designated executive approval group to create an executive approval group in the , select users and permissions > groups select the demand executive approvals group link employees you want to add to the group