Configure access for portfolio Financials tab

You can configure who has the access to view and edit costs and benefits in a portoflio's Financials tab.

Configure portfolio financials access rights

You can add users or security groups that can view or edit a portfolio's costs and benefits.

  1. To configure financial access rights for portfolios that use a specific portfolio type, open the portfolio type.

    To configure financial access rights for a single portfolio, open the portfolio, click ... > Portfolio Settings in the top-right corner.

  2. In the Tabs section, click the settings icon on the Financials tab.

    Note: The settings icon is available only when you select to display the Financials tab in a portfolio by dragging the tab to the Selected Tabs area. For details, see Set up portfolio tabs.

  3. Use the options described in the table below to configure portfolio financials access rights.

    Option Description
    Allow portfolio manager to override the following settings

    Available only in the Create Portfolio Type and Modify Portfolio Type pages.

    Select this option if you want to allow portfolio managers to change the financials access rights in their portfolio. Otherwise, portfolios will use the default settings inherited from the portfolio type.

    Portfolio Financials Security

    Add users or security groups that can view or edit the portfolio's costs and benefits.

    1. To add a user, click Add User.

      To add a security group, click Add Security Group.

    2. Select users or security groups.

      The portfolio managers are by default given the view and edit costs and benefits access rights and these access rights cannot be removed.

    3. Assign access rights to the user or group as needed.

      • If you assign the Edit Costs access right to a user or group, the View Costs access right is also assigned.

      • If you assign the Edit Benefits access right to a user or group, the View Benefits access right is also assigned.

      • For details of each access right, see Portfolio financials permissions.

Back to top

Portfolio financials permissions

The accesses to view and edit costs and benefits in a portfolio's Financials tab are controlled by the access rights and the access grants.

The following table lists what users with an access right can do and what access grants are required for that access right to work.

Access right Description
View Costs

Allows the user to view a portfolio's forecast and actual costs.

The user must also have one of the following:

  • The View Costs on Financial Summary access grant

  • The Edit Actuals on Financial Summary access grant

  • The Edit Forecasts on Financial Summary access grant

Note: This access right is not required if the user has the View Costs on All Financial Summaries access grant, the Edit Actuals on All Financial Summaries access grant, or the Edit Forecasts on All Financial Summaries access grant.

Edit Costs

Allows the user to edit a portfolio's forecast and actual costs (add, update, and delete cost lines).

  • To edit the forecast costs, the user must also have the Edit Forecasts on Financial Summary access grant.

  • To edit the actual costs, the user must also have the Edit Actuals on Financial Summary access grant.

Note: This access right is not required if the user has the Edit Actuals on All Financial Summaries access grant or the Edit Forecasts on All Financial Summaries access grant.

View Benefits

Allows the user to view a portfolio's forecast and actual benefits.

The user must also have one of the following:

  • The View Financial Benefits access grant

  • The Edit Financial Benefits access grant

Note: This access right is not required if the user has the View All Financial Benefits access grant or the Edit All Financial Benefits access grant.

Edit Benefits

Allows the user to edit a portfolio's benefits (add, update, and delete benefit lines).

The user must also have the Edit Financial Benefits access grant.

Note: This access right is not required if the user has the Edit All Financial Benefits access grant.

Back to top

See also: