Access Rights to View and Edit a Financial Data Table

Access to view and edit the financial data table is controlled by access grants as described in Access Grants for Financial Summaries and Financial Data Tables and by access rights on the Configure Access for Financial Data page. This section describes the Configure Access for Financial Data page.

Users can create and edit a financial data table if they have the Edit Actuals on Financial Summary or the Edit Actuals on All Financial Summaries access grant and field-level security on the request type's financial data table field.

The user who creates the financial data table automatically has all access rights on the Configure Access for Financial Data page.

To edit the Configure Access for Financial Data 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 unless the user also has the required associated access grants.

When you click More > Configure Access in the upper-right corner of the financial data table of a request (see Figure 4-9. Example financial data table), the Configure Access for Financial Data page appears, with a column for each of the access rights. See the example in Figure 4-10. Example Configure Access for Financial Data page.

Figure 4-10. Example Configure Access for Financial Data page

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 4-19. Access rights on the Configure Access for Financial Data page.

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 4-19. Access rights on the Configure Access for Financial Data page

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 data table.

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 data table.

  • Add Notes to the Cost Details section.

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

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 data table.

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 data table 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 edit benefits (add, update, and delete benefit lines) and add Notes in the Benefit Details section of the financial data table.

The user must also have the following:

  • Edit Financial Benefits access grant.

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

  • Access to view the financial data table 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 Security

Allows the user to do the following:

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

  • Change access rights to the financial data table 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.