Provided The Budgets & Forecasts permissions are available when the Budgets and & Forecasts module has been is 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.
Phocas site. There are two user permissions relating to Budgets & Forecasts:
Budgets & Forecasts: Gives users access to the Budgets & Forecasts module (it becomes available in the Phocas menu) and enables them to be assigned tasks in a budget workflow. This permission is for users who need to contribute to the budgets and forecasts.
Manage Budgets & Forecasts: Allows users to create and manage budget and forecast workbooks. Such users are known as budget owners. Typically, this permission would be requested by someone in your Finance team.
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Users with a Viewer license can be granted access to the Budgets & Forecasts module (first permission above), but they CANNOT be given access to manage budgets and forecasts (second permission above), which means that they cannot create their own workbooks or be made an owner of a workbook. |
On the user’s maintenance form > Profile tab, either assign a profile that contains these permissions or go to the Budgets & Forecasts section (at the bottom of the screen) and select the
Manage Budgets and Forecasts checkbox.Clickapplicable checkboxes. Then 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. |
Related pages
Related user permissions
In addition to the above user permissions, users need access to the data that forms the baseline of budgets and forecasts. Even with database access, the data users can see within the Budgets & Forecasts module is controlled by database restrictions. For more information, see Budgets & Forecasts > User access and data security.
