Editing Finance Permissions

Contents

You can use the Edit Permissions page to edit role-based and access profile-based permissions related to the Finance module. The list below describes the permissions you can select.

• Manage Global Financial Settings

Modify all the setting under the Finance Management section. This permission is typically given to System Administrators.

• Manage all Finance Templates and Finance Approval Templates

Modify all finance templates and finance approval templates. The Manage Finance Template and the Mange Finance Approval Template are displayed only if this permission is enabled.

• Manage Finance Templates and Finance Approval Templates for resource Initiative

Manage finance templates and finance approval templates for resource initiative.

• Update Inputs for Finance Fields (NPV, IRR etc)

Update the finance fields within a project. This permission is typically given to a role, for example Project Finance Administrator.

• Update Project Lock Month

Update the lock month associated with a project. This permission is typically given to a role, for example Project Finance Administrator.

• Update the Use Global Lock Month

Update the global lock month associated with a project. This permission is typically given to a role, for example Project Finance Administrator.

• Project Finance Administrator

Allow a particular role to be the designated project Finance Administrator.

• Update Finance Tracking Start Date

Update the finance tracking start date associated with a project.

• Update Start Date for # Preferred Finance Sub-Window#

Update the start date of the preferred finance sub-window.

• Update Project's Finance and Approval Templates

Update the project finance template and the project finance approval template.

• Update Finance Data outside #Preferred Finance Sub-Window#

Update the project finance data outside the preferred finance sub-window.

• Update Finance Snapshot Data

Update the project finance snapshot data.

• Update Finance Data

Update the project finance data.

• Update Project Currency

Update the project currency.

• Manage Currencies and Conversion Rates

Manage the currencies and conversion rates. The Manage Currencies and Manage Conversion Rates links are displayed in the Administration module when this permission is enabled.

• Manage Group Finance Validation

Validate finances across all projects. The Finance Validation button is displayed on the Project Listing page only if the permission is enabled.

• Manage Project Finance Setting Excel Import/Export

Manage the import/export of project finance setting using Microsoft Excel.