Provided the Budgets and Forecasts module has been enabled for your site, you can give users permission to manage Budgets and Forecasts either via the Manage Budgets and Forecasts setting, in either an individual user’s profile settings or a site-wide profile. This setting enables users to be a budget owner.
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Other factors impact on a user’s ability to access and use the Budgets and Forecasts module, see Overview of access to budget workbooks. |
Give permission to an individual user
Go Administration > Users and select the user.
Click the Profile tab.
Select one of these options:
Assign the user a profile containing the Budgets and Forecasts permission.
Select the User Specific profile, scroll down to the Budgeting and Forecasting section* (towards the bottom of the screen) and select the Manage Budgets and Forecasts checkbox.
Click Save.
Give permission to a user profile
Go to Administration > Profiles.
Ensure the profile exists, if create a new profile.
Select the profile from the list.
Scroll down to the Budgeting and Forecasting section* (towards the bottom of the screen) and select the Manage Budgets and Forecasts checkbox.
Click Save.
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*If you are an administrator but you do not see the Budgeting and Forecasting section in the Profile screen, it means your organization doesn’t have the Budgets and Forecasts module. Contact your Account Manager for information. |