Permissions — Annual Planning

Action	Admin	CAE	Manager	Auditor	QA	Viewer	Client
View plans	✅	✅	✅	✅	✅	✅	❌
Create plans	✅	✅	✅	❌	❌	❌	❌
Edit plans	✅	✅	✅	❌	❌	❌	❌
Delete plans	✅	✅	❌	❌	❌	❌	❌
Submit for approval	✅	✅	✅	❌	❌	❌	❌
Approve plans	✅	✅	❌	❌	❌	❌	❌
Add plan items	✅	✅	✅	❌	❌	❌	❌
Assign resources	✅	✅	✅	❌	❌	❌	❌
Create engagements from plan	✅	✅	✅	❌	❌	❌	❌
Export plan	✅	✅	✅	✅	✅	✅	❌
Use AI planning assistant	✅	✅	✅	✅	❌	❌	❌

API Permission Strings

Permission	Description
plan:read	View annual plans
plan:create	Create new plans
plan:update	Edit existing plans
plan:delete	Delete plans
plan:approve	Approve or reject plans
plan:export	Export plan data
plan_item:create	Add plan items
plan_item:update	Edit plan items
resource:assign	Assign auditors to plan items