Assigning Planning and Budgeting Roles to PeopleTools User Roles

PeopleSoft delivers predefined Planning and Budgeting roles. You may use these roles or optionally replace them with a role name more descriptive of your situation. Use the PeopleTools pages to define a user role.

Page Used to Assign Planning and Budgeting Roles to User Roles

Page Name	Definition Name	Navigation	Usage
Planning & Budgeting Roles	BP_ROLE_DEFN	select Planning and Budgeting, then select System Administration, then select Administer User Security, then select Planning and Budgeting Roles	Assign Planning and Budgeting roles to PeopleTools specified roles.

Understanding Planning and Budgeting Roles and Their Relationship to PeopleSoft Security Roles

This section provides an overview, lists prerequisites, and discusses how to associate Planning and Budgeting roles with PeopleSoft roles. Planning and Budgeting delivers the following predefined roles:

Coordinator

The central budget office coordinator for an organization, this individual determines budget parameters and guidelines, builds the planning model, coordinates the overall budget process for the organization, and performs high-level forecasting and analysis.

Analyst

With budget responsibility for a planning center—typically a unit, department, or division within an organization—this individual may break a budget into smaller units for distribution to lower levels and establish additional guidelines for those smaller units to follow in the budgeting process. Budget analysts also do some forecasting and modeling for their overall budget.

Reviewer

With responsibility for reviewing and approving submitted budget plans for a planning center, in many cases, a budget reviewer and a budget analyst may be the same individual.

Preparer

At the lowest level of budget preparation for a planning center, this individual provides line item, asset, and position budget amounts and justifications to higher-level users and does not usually perform budget allocations. When finished preparing a budget, the budget preparer submits a budget to a higher level planning center for review and approval.

Casual Preparer

An additional user at the lowest level of budget preparation for a planning center, when access is granted this individual performs the same activities as the budget preparer. The system does not, however, let the casual preparers define their own private views for line item budgeting. When finished preparing a budget, the casual preparer submits a budget to a higher level planning center for review and approval.

System Administrator

The system administrator is in charge of system security.

Inactivated

When you delete the user profile of a user that is included as part of a Planning and Budgeting security group, his role must be updated to inactivated in that security group.

The system automatically assigns this role to the user when you delete his user profile.

Prerequisites

Complete general PeopleSoft security setup including the following:

Define permission lists—the objects that control what a user can and cannot access.
Assign permission lists to user roles.

A user role is the link between a permission list and a user profile. A user role can use multiple permission lists, and a user profile can be assigned multiple roles. A user's system access is a combination of all of their user roles.
Set up a user profile to define an individual PeopleSoft user, and then link the user profile to one or more roles.

You must set up a user profile in the system before you can give a user access to the Planning and Budgeting system. In setting up a user profile, you create a user ID and associate roles with that user ID. The role assigns permission lists to the user.

See the product documentation for PeopleTools: Security Administration

Planning & Budgeting Roles Page

Use the Planning & Budgeting Roles page (BP_ROLE_DEFN) to assign Planning and Budgeting roles to PeopleTools specified roles.

Navigation

select Planning and Budgeting, then select System Administration, then select Administer User Security, then select Planning and Budgeting Roles

Image: Planning and Budgeting Roles page

This example illustrates the fields and controls on the Planning and Budgeting Roles page. You can find definitions for the fields and controls later on this page.

When you assign a user role to a budgeting role, you are essentially assigning permission lists to the budgeting role. This optional page lets you rename budgeting roles, which may be useful in enterprises where roles are labeled differently from the delivered Planning and Budgeting roles or where multiple languages are used.

PeopleSoft Role

Enter a user role (defined in PeopleTools) for each of the delivered budgeting roles.

Preparer and casual preparer require a PeopleSoft role assigned. Other budgeting roles are optional. Leave these blank if you are not using in Planning and Budgeting.

See PeopleTools Documentation: Security Administration, Roles and permission lists, Roles