Configure portfolio Financials tab
Configure who has the access to view and edit a portfolio's costs, benefits, and budget, as well as select the budgeting strategy for the portfolio.
Configure Financials tab for a portfolio
You can configure the Financials tab for portfolios that use a certain portfolio type, or for a single portfolio.
To configure the Financials tab:
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To configure the Financials tab for portfolios that use a specific portfolio type, open the portfolio type.
To configure the Financials tab for a specific portfolio, open the portfolio, click ... > Portfolio Settings in the top-right corner.
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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.
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In the Portfolio Financials Security section, configure users or security groups that can view or edit the portfolio's costs, benefits, and budget:
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To add a user, click Add User.
To add a security group, click Add Security Group.
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Select users or security groups.
The portfolio managers are by default given the view and edit costs, benefits, and approved budget access rights and these access rights cannot be removed.
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Assign access rights to the user or group as needed.
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If you assign the Edit Costs access right to a user or group, the View Costs access right is also assigned.
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If you assign the Edit Benefits access right to a user or group, the View Benefits access right is also assigned.
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If you assign the Edit Approved Budget access right to a user or group, the View Approved Budget access right is also assigned.
For details of each access right, see Portfolio financials permissions.
Available only in the Create Portfolio Type and Modify Portfolio Type pages. If you allow portfolio managers to override the financial security settings in their portfolios, enable the Allow portfolio manager to override the following settings option. Otherwise, portfolio managers cannot edit the financial security settings in their portfolios.
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In the Portfolio Budgeting Strategy section, choose a budgeting strategy for the portfolio. See Portfolio budgeting strategy for details.
Portfolio financials permissions
The accesses to view and edit costs, benefits, and approved budget 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 |
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View Costs |
Allows the user to view a portfolio's forecast and actual costs. The user must also have one of the following:
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Edit Costs |
Allows the user to edit a portfolio's forecast and actual costs (add, update, and delete cost lines).
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:
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. |
View Approved Budget |
Allows the user to view a portfolio's approved budget. The user must also have one of the following:
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 Approved Budget |
Allows the user to add entries to the approved budget to the portfolio. The user must also have the following:
Note: This access right is not required if the user has the Edit Approved Budget on All Financial Summaries access grant. |
Portfolio budgeting strategy
The following table describes how budget is managed under different budgeting strategies:
Budgeting strategy | How budget is managed |
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Top-down budgeting |
Under a top-down budgeting strategy, budget is managed as follows:
Top-down budgeting strategy includes the following option: Allow adding budget in the portfolio content level.
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Bottom-up budgeting |
Under a bottom-up budgeting strategy, the budget is managed as follows:
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Available only in the Create Portfolio Type and Modify Portfolio Type pages. If you allow portfolio managers to override the financial security settings in their portfolios, enable the Allow portfolio manager to override the following settings option. Otherwise, portfolio managers cannot edit the financial security settings in their portfolios.
See also: