Access Rights to View and Edit a Program Financial Summary

Access to view any part of the program financial summary requires access to the program as a whole, as specified on the program's Configure Access for Financial Summary page.

Additionally, access to view and edit costs and benefits and the approved budget, and to specify which financial summary snapshot is the Plan of Record are controlled by access grants as described in Access Grants for Financial Summaries and Financial Data Tables and by access rights on the program's Configure Access for Financial Summary page. This section describes the program's Configure Access for Financial Summary page, also known as the access control list.

To edit the Configure Access for Financial Summary page, a user must have the Edit Cost Security access grant and the Edit Security access right.

Access grants take precedence over access rights. Giving access rights to a user does not allow the user to perform the associated activity (setting the Plan of Record snapshot, for example) unless the user also has the required associated access grants.

The specific access rights for programs are described in this section. To change the access rights, click More > Configure Access in the upper-right corner of the financial summary. The Configure Access for Financial Summary page appears, with a column for each of the access rights.

The Configure Access for Financial Summary page for a program financial summary initially shows the access rights, one per column, for users who are Program Managers (you cannot edit these access rights). With the required underlying access grants, the provided access rights allow a Program Manager to do the following:

  • View and edit forecast and actual costs

  • View and edit benefits

  • Edit the approved budget

  • Set the Plan of Record snapshot

  • Edit the access rights of other users

In conjunction with access grants (described in Access Grants for Financial Summaries and Financial Data Tables), access rights authorize the specified users and security groups to perform the functions described in Table 4-11. Access rights on the Configure Access for Financial Summary page for programs.

To add a user, click Add User and assign access rights to the user as needed. To add a security group, click Add Security Group and assign access rights to the group as needed. To delete a user or a security group, click the Delete icon to the left of its name.

Table 4-11. Access rights on the Configure Access for Financial Summary page for programs

Access Right

Description

View Costs

(Read-only) Allows the user to view forecast and actual costs and Notes in the Cost Details section in the financial summary, and view the costs in its snapshots.

The user must also have the View Costs on Financial Summary access grant or the Edit Actuals on Financial Summary access grant.

Note: The user does not need this access right if the user has the View Costs on All Financial Summaries access grant or the Edit Actuals on All Financial Summaries access grant.

Edit Costs

Allows the user to do the following:

  • Edit forecast and actual costs (add, update, and delete cost lines) in the Cost Details section of the financial summary.

  • Add Notes to the Cost Details section.

  • Take and view snapshots of the financial summary.

  • Edit the Name and Description fields in the Statistics section of the financial summary.

  • Edit the financial summary settings.

The user must also have the Edit Actuals on Financial Summary access grant.

Note: The user does not need this access right if the user has the Edit Actuals on All Financial Summaries access grant.

View Benefits

Allows the user to view forecast and actual benefits and Notes in the Benefit Details section in the financial summary, and view the benefits in snapshots.

The user must also have the following:

  • View Costs on Financial Summary access grant or Edit Actuals on Financial Summary access grant.

  • View Financial Benefits access grant or Edit Financial Benefits access grant.

  • Access to view the financial summary's costs (see the View Costs access right at the beginning of this table).

Note: The user does not need this access right 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 do the following:

  • Edit benefits (add, update, and delete benefit lines) in the Benefit Details section of the financial summary.

  • Add notes to the Benefit Details section.

  • Take and view snapshots of the financial summary.

The user must also have the following:

  • Edit Financial Benefits access grant.

  • Access to view the financial summary's costs (see the View Costs access right at the beginning of this table).

  • Access to view the financial summary's benefits (see the View Benefits access right in this table).

Note: The user does not need this access right if the user has the Edit All Financial Benefits access grant.

Edit Approved Budget

Allows the user to add entries to the approved budget of the financial summary.

The user must also have the following:

  • Edit Approved Budget access grant.

  • Access to view the financial summary's costs (see the View Costs access right at the beginning of this table).

Note: The user does not need this access right if the user has the Edit Approved Budget on All Financial Summaries access grant.

Set Plan of Record

Allows the user to specify a snapshot in the list of financial summary snapshots as the Plan of Record.

The user must also have the following:

  • Set a Financial Summary Snapshot as the Plan of Record access grant.

  • Access to view the financial summary's costs (see the View Costs access right at the beginning of this table).

Edit Security

Allows the user to do the following:

  • Add and delete users and security groups on the Configure Access for Financial Summary page.

  • Change access rights to the financial summary for users and security groups.

The user must also have the Edit Cost Security access grant.

Note: The user does not need this access right if the user has the Edit Cost Security on All Financial Summaries access grant.