Understanding Security Setup

You are required to set up security for Planning and Budgeting, which in turn defines how you configure and control your system. The ultimate goal is to develop an interface and functionality specific to your particular organization.

To implement Planning and Budgeting security setup, first link the Planning and Budgeting roles to a corresponding PeopleTools security role. You then designate users with these roles for access to the Planning and Budgeting system. The roles are associated with security groups that in turn grant user access to specific nodes on the planning center tree. The security groups are used in the building of model, scenario, and activity combinations.