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Working with Financial Summaries
To enable users to view or modify approved budgets, costs, or financial benefits of a financial summary or financial data table, or set a Plan of Record for a financial summary, use a combination of access grants and settings on the Configure Access for Financial Summary or Configure Access for Financial Data page.
Table 8-1. Security for financial summary data for lifecycle entities and programs and Table 8-2. Security for financial summary data for organization units list the settings and access grants that must be configured for a user to have the privileges at the specified level for a specific area in a financial summary. Each subheading displays the area (approved budgets, costs, financial benefits, plan of record, and security) to which the privilege is applied. All access grants for the financial summaries fall under the Financial Mgmt category.
Note: Users must also have appropriate access to the entity (lifecycle entity, program, or organization unit) of the financial summary or financial data table. For example, to view the costs in a project's financial summary, the user must be able to view the project as well as the costs in the project's financial summary. To edit the costs in a program's financial summary, the user must be able to edit the program as well as the costs in the program's financial summary.
Where listed, view access grants (such as View Costs on Financial Summary) are the minimum required access grant that should be assigned. Edit access grants (such as Edit Costs on Financial Summary) also give viewing privileges. However, if you decide to assign an edit access grant instead of a view access grant, you may also be giving the participant additional privileges beyond the expected viewing privileges.
The following table lists the security for financial summary data for lifecycle entities and programs.
The following table lists security for financial summary data for organization units.
