Overview of Cost and Financial Data Security

Configuring data and process security often involves setting licenses, access grants, entity-level settings, and field-level settings. This section addresses the data and process security related to financial functions (cost and financial data) in PPM.

By default, users cannot view or modify information related to financial data or cost. The following sections provide information on how to enable users to view and modify financial data and cost information in PPM, as well as information on the settings required to secure the actions or data related to features in Financial Management.

Note: The screen and function access that access grants provide is cumulative. A user who belongs to three different security groups has access to all of the user interface and functionality provided to the three groups combined. Therefore, to restrict certain screen and feature access, you remove the user from any security group that grants that access.

You can click the Access Grants tabs in the User window to see all of the security groups that have been given specific access grants. You can then:

  • Remove the user from the security group (using the Security Group tab on the User window)

  • Remove the access grants from the security group (in the Security Group window). Do this only if no one in that security group needs the access that the access grant provides.