Provided the Phocas Budgets and Forecasts module has been The Budgets & Forecasts permissions are available when the Budgets & Forecasts module is enabled for your site, you can give users permission to manage 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
.
Select one of these options:
Assign the user a profile containing the Manage Budgets and Forecasts permission.
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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. |
You can give users permission to manage budgets and forecasts either via an individual user’s profile settings or via a site-wide profile.
Give permission to an individual user
Click the Phocas menu button > Administration > Users, then click the user’s name (blue link) to open the user maintenance form.
Click the Profile tab.
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
Click the Phocas menu button > 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 settings screen, it means your organization doesn’t have the Budgets and Forecasts module. For information about getting Phocas Budgets and Forecasts, please contact your Account Manager. |
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.
