The Budgets and Forecasts permissions are available when the Budgets and Forecasts module is enabled for your Phocas site.
The main Budgets & Forecasts permission allows users to access the Budgets and Forecasts module and contribute to the workflow.
The Manage Budgets & Forecasts permission allows users to become a budget owner and/or administrator, which means they can create and manage budgets and forecasts workbooks. Typically, this access would be requested by someone in your Finance team.
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 applicable checkboxes. Then click Save.