ServiceNow CIS-SPM free question 10 / 10 · Domain 7: Portfolio Planning Workspace
You shared your portfolio plan with a colleague who has the sn_align_core.apw_user role, with Access set to Viewer. Which statement about how this colleague can edit planning item data matches the official description?
- They cannot edit in the plan grid, but they can edit by opening the record page of the planning item
- They can edit in the plan grid, but not the plan settings or on the record page
- The Viewer share takes precedence over the apw_user permissions, so they cannot edit in the grid or on the record page
- Because they have apw_user they can edit in the plan grid even as a Viewer
Show the answer and explanation
Answer: A
Why this is correct
In Share a portfolio plan with stakeholders, a Viewer can add comments and attachments but cannot change the settings or data of the portfolio plan. A note says that even a user with the sn_align_core.apw_user role cannot edit planning item data in the plan grid when the plan is shared as view-only. However, a user with apw_user can edit the planning item and its related tables from the record page. The Access of the share decides the rights on the plan screens, and the role decides the rights on the record itself.
Why the other options are wrong
"Because they have apw_user they can edit in the plan grid even as a Viewer" … A note says that even a user with apw_user cannot edit planning item data in the grid of a plan shared as view-only (Even if a user has the sn_align_core.apw_user role, they cannot edit...).
"The Viewer share takes precedence over the apw_user permissions, so they cannot edit in the grid or on the record page" … Not being able to edit in the grid is right, but the documentation continues that a user with apw_user can edit planning items and related tables from the record page. The Viewer restriction applies on the plan grid side.
"They can edit in the plan grid, but not the plan settings or on the record page" … The grid and the record page are reversed. With a view-only share they cannot edit in the grid, and with apw_user they can edit from the record page. The plan settings can be changed by an Editor.
Related configuration
The person you share with needs sn_align_core.ap_read_only for reading or sn_align_core.apw_user for editing. They can access the whole plan, including Prioritization and Roadmap, and can see the Capacity tab of the Planning page if they have sn_align_ws.spw_capacity_user or spw_capacity_read. The sharing notification arrives by email, and you can change or remove permissions with Manage access.
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