Provided the Phocas Budgets and Forecasts module has been enabled for your site, you can give users permission to manage the budgets and forecasts. Typically a change to this access would be requested by someone in the Finance team.
With this permission, Budgets and Forecasts users you become a budget ‘owner’ and therefore, have the ability to create and manage budgets and forecasts.
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.
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
Click the Phocas menu button > Administration > Profiles.
Scroll down to the Budgeting and Forecasting section* (towards the bottom of the screen) and select the Manage Budgets and Forecasts checkbox.
Click Save.
*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.