Role-Based Processing

For each organization, the planning process may be an iterative process and it may involve many people at different levels of the organization. The types of activities performed may depend on the individual job responsibilities associated with the specific role. PeopleSoft Planning and Budgeting enables you to set up security based on user roles. Users can be assigned multiple roles that describe their part in the workflow. Planning and Budgeting uses these six roles:

• A coordinator manages the overall budgeting process, including setup, distribution, and consolidation of the budget; determines parameters and guidelines; and builds the planning model.

• An analyst is responsible for a planning center, typically a unit, department, or division, within an organization.

  This user may break a plan or budget into smaller units for distribution to lower levels.

• A preparer, who is at the lowest level of preparation for a planning center, provides line item, asset, and position amounts and justifications to higher level users.

  This user does not usually perform allocations or aggregated analysis.

• A casual preparer provides the same services as the preparer role when access is granted.

  The system does not allow casual preparers to define their own private views for line item activities.

• A system administrator defines user security and access.

• A reviewer is responsible for reviewing and approving submitted budgets or plans for a planning center.

  In many cases, an analyst and a reviewer may be the same person.

PeopleSoft Planning and Budgeting uses standard security definitions from PeopleTools and the PeopleSoft EPM Warehouses to provide the correct access to various areas of the application, depending on your role in the organization.

Image: Roles in the budgeting process

This diagram illustrates how these roles interact within the budgeting process: