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. This permission enables a Budgets and Forecasts user to become a budget owner and therefore, create and manage budgets and forecasts workbooks. Typically, this access 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 the Manage Budgets and Forecasts permission these permissions or go to the Budgeting and Forecasting Budgets & Forecasts section (at the bottom of the screen) and select the Manage Budgets and Forecasts checkboxapplicable checkboxes. Then click Save.
Related user permissions
Other factors impact a user’s ability to access and use the Budgets and Forecasts module, see Overview of access to budget workbooks.
In particular, users need database permissions to access 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.
