Access Grants for Financial Summaries and Financial Data Tables

Table 4-21. Financial Mgmt financial summary access grants lists the access grants, all in the Financial Mgmt category, related to the following:

  • Cost security of financial summaries and financial data tables

  • Forecast and actual costs of financial summaries and financial data tables

  • Forecast and actual benefits of financial summaries and financial data tables

  • Approved budgets of financial summaries

  • Setting a snapshot as the Plan of Record for financial summaries

In conjunction with access rights, access grants authorize the specified users to perform the functions described in Table 4-21. Financial Mgmt financial summary access grants. Access rights are described in the following sections:

Table 4-21. Financial Mgmt financial summary access grants

Access Grant

Description

Access grants for approved budgets

Edit Approved Budget

Allows the user to edit the approved budget of the financial summary.

The user must also have the following:

  • Edit Approved Budget access right on the Configure Access for Financial Summary page of the financial summary.

  • Access to view the financial summary's costs (see the View Costs on Financial Summary access grant in this table).

Edit Approved Budget on All Financial Summaries

Allows the user to edit approved budgets of all financial summaries in the system.

This access grant should be used in conjunction with the View Costs on All Financial Summaries or the Edit Actuals on All Financial Summaries access grant.

Access grants for costs

Edit Cost Security

Allows the user to add and delete users and security groups and change their access rights on the Configure Access for Financial Data page of the financial summary or the request's financial data table. (For a project, also allows the user to select cost participants in the Project Security policy in Project Settings.)

The user must also have the following:

  • Edit Security access right on the Configure Access for Financial Data page of the financial summary or the financial data table.

  • Access to view the financial summary's costs or the financial data table's costs (see the View Costs on Financial Summary access grant in this table).

Edit Cost Security on All Financial Summaries

Allows the user to edit cost security of all financial summaries and all financial data tables in the system.

Edit Actuals on All Financial Summaries

Allows the user to do the following:

  • Edit forecast and actual costs (add, update, and delete cost lines) of all financial summaries in the system.

  • Take and view snapshots of all financial summaries in the system.

  • Edit the Name and Description fields in the Statistics section of all financial summaries in the system.

  • Edit the financial summary settings of all financial summaries in the system.

  • Edit costs (add, update, and delete cost lines) of all financial data tables of all requests in the system.

  • Edit the Name and Description fields in the Statistics section of all financial data tables of all requests in the system.

Edit Actuals on Financial Summary

Allows the user to do the following:

  • Edit costs (add, update, and delete cost lines) of the financial summary.

  • 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.

  • Edit forecast and actual costs (add, update, and delete cost lines) of the request's financial data table.

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

The user must also have the Edit Costs access right on the Configure Access page of the financial summary or the financial data table.

View Costs on All Financial Summaries

Allows the user to do the following:

  • View forecast and actual costs, approved budgets, and cost forecasts on snapshots of all financial summaries in the system.

  • View forecast and actual costs of all financial data tables of all requests in the system.

View Costs on Financial Summary

Allows the user to do the following:

  • View forecast and actual costs, approved budgets, and cost forecasts on snapshots of the financial summary.

  • View forecast and actual costs of the request's financial data table.

The user must also have the View Costs access right on the Configure Access page of the financial summary or the financial data table.

Note: The View Costs access right is automatically given to the cost participants of the lifecycle entity that is the current parent of the financial summary.

Access grants for benefits

Edit All Financial Benefits

Allows the user do the following:

  • Edit financial benefits (add, update, and delete benefit lines) of all financial summaries in the system.

  • Take and view snapshots of all financial summaries in the system.

  • Edit financial benefits of all financial data tables of all requests in the system.

The user must also have access to view the financial summary's costs or the financial data table's costs (see the View Costs on Financial Summary access grant in this table).

Edit Financial Benefits

Allows the user to do the following:

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

  • Edit benefits of the request's financial data table.

The user must also have the following:

  • Edit Benefits access right on the Configure Access page of the financial summary or the financial data table.

  • Access to view the financial summary's costs or the financial data table's costs (see the View Costs on Financial Summary access grant in this table).

View All Financial Benefits

Allows the user to do the following:

  • View benefits of all financial summaries in the system.

  • View benefits of all financial data tables of all requests in the system.

The user must also have access to view the financial summary's costs or the financial data table's costs (see the View Costs on Financial Summary access grant in this table).

View Financial Benefits

Allows the user to view benefits of the financial summary or the request's financial data table.

The user must also have the following:

  • View Benefits access right on the Configure Access page of the financial summary or the financial data table.

  • Access to view the financial summary's costs or the financial data table's costs (see the View Costs on Financial Summary access grant in this table).

Access grants for setting snapshots as Plan of Record

Set a Financial Summary Snapshot as the 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 Plan of Record access right on the Configure Access page of the financial summary.

  • Access to view the financial summary's costs (see the View Costs on Financial Summary access grant in this table).

Set Plan of Record on All Financial Summaries

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