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Standards & Libraries

Calendars

This setting:	Allows users to:
Create	Create a new exchange rate sets
Modify	Change the rate of a currency on an existing exchange rate set
View	View exchange rate sets

Cash Flow [Data Sources]

This setting:	Allows users to:
Modify	Modify the data sources for cash flows
View	View the data sources for cash flows

Cash Flow [Distribution Profiles]

This setting:	Allows users to:
Create	Create distribution profiles for cash flows
Modify	Modify distribution profiles for cash flows
View	View distribution profiles for cash flows

Cash Flow [Templates]

This setting:	Allows users to:
Create	Create classify templates
Modify	Modify classify templates
View	View classify templates

Currencies

This setting:	Allows users to:
Create	Create currencies
Modify	Modify currencies
View	View currencies

Exchange Rates

This setting:	Allows users to:
Create	Create a new exchange rate sets
Modify	Change the rate of a currency on an existing exchange rate set
View	View exchange rate sets

Permission Templates

This setting:	Allows users to:
Create	Create permission templates
Modify	Change template names, descriptions, and permissions
View	View permission templates

User Preference Templates

This setting:	Allows users to:
Update users	Update existing user preferences through the update process
Create	Create templates
Modify/Delete	Modify or delete templates
View	View templates

Approved Email list

This setting:	Allows users to:
Create	Create an approved email list
Delete	Delete an approved email list
View	View approved email lists

Period Structure

This setting:	Allows users to:
Create	Create a new planning period for the Portfolio Manager
Modify	Modify a planning period
View	View a planning period

Seasonal Dates

This setting:	Allows users to:
Create	Create a new date
Modify	Modify a date
View	View date

P6 Data Sources

This setting:	Allows users to:
Create	Create a new source
Modify	Modify a source
View	View a source

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Last Published Wednesday, April 9, 2025