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# Working with Financial Summaries

To enable users to view or modify approved budgets, costs, or financial benefits of a financial summary or financial data table, or set a Plan of Record for a financial summary, use a combination of access grants and settings on the Configure Access for Financial Summary or Configure Access for Financial Data page.

Table 8-1. Security for financial summary data for lifecycle entities and programs and Table 8-2. Security for financial summary data for organization units list the settings and access grants that must be configured for a user to have the privileges at the specified level for a specific area in a financial summary. Each subheading displays the area (approved budgets, costs, financial benefits, plan of record, and security) to which the privilege is applied. All access grants for the financial summaries fall under the Financial Mgmt category.

Note: Users must also have appropriate access to the entity (lifecycle entity, program, or organization unit) of the financial summary or financial data table. For example, to view the costs in a project's financial summary, the user must be able to view the project as well as the costs in the project's financial summary. To edit the costs in a program's financial summary, the user must be able to edit the program as well as the costs in the program's financial summary.

Where listed, view access grants (such as View Costs on Financial Summary) are the minimum required access grant that should be assigned. Edit access grants (such as Edit Costs on Financial Summary) also give viewing privileges. However, if you decide to assign an edit access grant instead of a view access grant, you may also be giving the participant additional privileges beyond the expected viewing privileges.

The following table lists the security for financial summary data for lifecycle entities and programs.

Table 8-1. Security for financial summary data for lifecycle entities and programs
Privilege | Level | Configure Access Setting | Access Grant (Financial Mgmt)
--- | --- | --- | ---
Approved Budgets
View | Selected Financial Summary | View Costs | View Costs on Financial Summary
All Financial Summaries | N/A | View Costs on All Financial Summaries
Modify Note: In an approved budget, existing entries cannot be modified or deleted. | Selected Financial Summary | View Costs Edit Approved Budget | Edit Approved Budget View Costs on Financial Summary
All Financial Summaries | N/A | Edit Approved Budget on All Financial Summaries View Costs on All Financial Summaries
Costs (Including Notes)
View | Selected Financial Summary | View Costs | View Costs on Financial Summary
All Financial Summaries | N/A | View Costs on All Financial Summaries
Modify | Selected Financial Summary | View Costs Edit Costs | Edit Actuals on Financial Summary
All Financial Summaries | N/A | Edit Actuals on All Financial Summaries
Financial Benefits (Including Notes)
View | Selected Financial Summary | View Costs View Benefits | View Costs on Financial Summary View Financial Benefits
All Financial Summaries | N/A | View Costs on All Financial Summaries View All Financial Benefits
Modify | Selected Financial Summary | View Costs View Benefits Edit Benefits | View Costs on Financial Summary Edit Financial Benefits
All Financial Summaries | N/A | View Costs on All Financial Summaries Edit All Financial Benefits
Security
Modify the configure access settings | Selected Financial Summary | View Costs Edit Security | View Costs on Financial Summary Edit Cost Security
All Financial Summaries | N/A | Edit Cost Security on All Financial Summaries
Snapshots
View or Compare | Selected Financial Summary | View Costs | View Costs on Financial Summary
All Financial Summaries | N/A | View Costs on All Financial Summaries
Create | Selected Financial Summary | View Costs Edit Costs | Edit Actuals on Financial Summary
All Financial Summaries | N/A | Edit Actuals on All Financial Summaries
Set as Plan of Record | Selected Financial Summary | View Costs Set Plan of Record | View Costs on Financial Summary Set a Financial Summary Snapshot as the Plan of Record
All Financial Summaries | N/A | Set Plan of Record on All Financial Summaries

The following table lists security for financial summary data for organization units.

Table 8-2. Security for financial summary data for organization units
Privilege | Level | Configure Access Setting | Access Grant (Financial Mgmt)
--- | --- | --- | ---
Approved Budgets
View | Selected Financial Summary | View Approved Budget | View Costs on Financial Summary
All Financial Summaries | N/A | View Costs on All Financial Summaries
Modify Note: In an approved budget, existing entries cannot be modified or deleted. | Selected Financial Summary | View Approved Budget Edit Approved Budget | View Costs on Financial Summary Edit Approved Budget
All Financial Summaries | N/A | View Costs on All Financial Summaries Edit Approved Budget on All Financial Summaries
Notes
View | Selected Financial Summary | View Approved Budget | View Costs on Financial Summary
All Financial Summaries | N/A | View Costs on All Financial Summaries
Add | Selected Financial Summary | View Approved Budget Edit Approved Budget | Edit Approved Budgetor
All Financial Summaries | N/A | Edit Approved Budget on All Financial Summaries
Security
Modify the configure access settings | Selected Financial Summary | View Approved Budget Edit Security | View Costs on Financial Summary Edit Cost Security
All Financial Summaries | N/A | Edit Cost Security on All Financial Summaries

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