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.
Modify all setting under the Finance Management section. This permission is typically given to administrators.
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.
Update the finance fields within a project. This permission is typically given to a role, for example Project Finance Administrator.
Update the lock month associated with a project. This permission is typically given to a role, for example Project Finance Administrator. This permission is applicable only for projects using a finance template with the Data Entry Mode set to Single View (Basic Only).
Update the project lock month associated with the Plan view. This permission is typically given to a role, for example Project Finance Administrator. This permission is applicable only for projects using a finance template with the Data Entry Mode set to Double View (Plan and Actual).
Update the project lock month associated with the Actual view. This permission is typically given to a role, for example Project Finance Administrator. This permission is applicable only for projects using a finance template with the Data Entry Mode set to Double View (Plan and Actual).
Update or delete the global finance lock month. This permission is typically given to a role, for example Project Finance Administrator. This permission is applicable only for projects using a finance template with the Data Entry Mode set to Single View (Basic Only).
Update or delete the global finance lock month associated with the Plan view. This permission is typically given to a role, for example Project Finance Administrator. This permission is applicable only for projects using a finance template with the Data Entry Mode set to Double View (Plan and Actual).
Update or delete the global finance lock month associated with the Actual view. This permission is typically given to a role, for example Project Finance Administrator. This permission is applicable only for projects using a finance template with the Data Entry Mode set to Double View (Plan and Actual).
Allow a particular role to be the designated project Finance Administrator. It allows them to update lock months at the project level.
Update the finance tracking start date associated with a project.
Update the project finance template and the project finance approval template.
Update and delete project finance snapshot data. The Snapshot button on the Detailed Finances tab is visible only if users have this permission.
Update finance data for projects. This permission is applicable only for projects using a finance template with the Data Entry Mode set to Single View (Basic Only).
Update the finance (Plan view) data for projects. This permission is applicable only for projects using a finance template with the Data Entry Mode set to Double View (Plan and Actual).
Update the finance (Actual view) data for projects. This permission is applicable only for projects using a finance template with the Data Entry Mode set to Double View (Plan and Actual).
Update the project currency.
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.
Validate finances across all projects. The Finance Validation button is displayed on the Project Listing page only if the permission is enabled.
Manage the import/export of project finance setting using Microsoft Excel.
Assigning Permissions to System Access Profiles and Roles
Editing Administration Permissions
Editing Navigation Permissions
Editing Status Report Permissions
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Last Published Thursday, December 01, 2016