There are three types of users in the Budgets and Forecasts module:
Owner
The owner is the user who creates the budget workbook and has overall control of that budget and its workflow. Owners can perform all actions in the budget. Ownership can be changed; administrators can become owners during part of the budget process to control the workflow, as required.
To be eligible to be a budget owner, you need to have the Manage Budgets and Forecasts permission assigned to your Phocas user profile. You also need permission to access to the relevant database(s).
Administrator
The owner can add administrators to the budget workbook, for the purpose of delegating tasks and assisting with the workflow management. Administrators have additional permissions within the budget workbook compared to general users (contributors). In addition to the standard data entry, administrators can change the budget owner to themselves, add comparison rows, assign tasks in the workflow (but not change the workflow baseline, which is the owner), add drivers and publish driver tabs (where applicable).
A budget administrator is different to a Phocas site administrator. The Phocas site administrator controls who can access a database and what information they can see within a database.
Contributor
Users that are assigned to tasks in the workflow are known as contributors. They are responsible for entering the budget values in the worksheet. In general, the database permissions are carried through to the budget, so users can only view rows (budget lines) corresponding to those databases, for which they have been assigned tasks in the workflow.