Access Rights to View and Edit an Organization Unit Financial Summary

For organization units, access to view and edit the approved budget is controlled by access grants as described in Access Grants for Financial Summaries and Financial Data Tables and by access rights on the organization unit's Configure Access for Financial Summary page. This section describes the Configure Access for Financial Summary page, also known as the access control list.

To edit the Configure Access for Financial Summary page, you 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 (adding entries to an approved budget, for example) unless the user also has the required associated access grants.

The specific access rights for organization units are described in this section. To change the access rights, click More > Configure Access in the upper-right corner of the financial summary (see Figure 4-7. Example financial summary for an organization unit ). The Configure Access for Financial Summary page appears, with a column for each of the access rights. See Figure 4-8. Example Configure Access for Financial Summary page for an organization unit financial summary.

Figure 4-8. Example Configure Access for Financial Summary page for an organization unit financial summary

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 4-16. Access rights on the Configure Access for Financial Summary page for organization units.

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 4-16. Access rights on the Configure Access for Financial Summary page for organization units

Access Right

Description

View Approved Budget

(Read-only) Allows the user to view the approved budget and audit trail entries on the financial summary.

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 Approved Budget

Allows the user to add entries to the approved budget and view audit trail entries on the financial summary.

The user must also have the Edit Approved Budget and View Costs on Financial Summary access grants.

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

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.

Initially the Configure Access for Financial Summary page shows the access rights, one per column, for users who are Organization Managers. With the required underlying access grants, the provided access rights allow an Organization Manager to do the following:

  • View and edit the approved budget.

  • Edit the access rights of other users.