Defining Planning and Budgeting Users

Before granting access to the Planning and Budgeting system or sending automatic emails to those involved in the budgeting process, define and identify your budgeting system users from the user profiles you set up using PeopleTools.

Page Used to Define Budget Users

Page Name	Definition Name	Navigation	Usage
Define Planning and Budgeting Users	BP_USER_SELECT	select Planning and Budgeting, then select System Administration, then select Administer User Security, then select User List	Define specific user access to Planning and Budgeting and synchronize user profiles from PeopleSoft EPM Warehouse.

Define Planning and Budgeting Users Page

Use the Define Planning and Budgeting Users page (BP_USER_SELECT) to define specific user access to Planning and Budgeting and synchronize user profiles from PeopleSoft EPM Warehouse.

Navigation

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

Image: Define Planning and Budgeting Users page

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

The Define Planning and Budgeting Users page displays all users that have a planning and budgeting role assigned in the system. You must designate which of these users may have access to Planning and Budgeting applications with a check.

Update Users

Once you have assigned a planning and budgeting role to a user, click this button to synchronize user profiles in the PeopleSoft EPM Warehouse.

Note: You should also update users any time you delete a user profile in PeopleTools security.

Budget User

Select to enable a user access to the budgeting system.