Budget Manager (Job Role)

Manages one or more control budgets, including relevant setup, budget loading, exception analysis, transactional overrides, and funds available analysis and reporting

Role Hierarchy

The Budget Manager job role directly and indirectly inherits these roles.

• Budget Manager

  • Budgetary Control Analysis

  • Budgetary Control Management

  • Business Intelligence Consumer

  • FSCM Load Interface Administration

  • Financials Folder Reporting

  • Functional Setups

  • Upload data for Budgetary Control Import

Duties

This table lists the duties assigned directly and indirectly to the Budget Manager job role.

Duty Role	Description
Budgetary Control Analysis	Analyzes transactions subject to budgetary control for a given ledger, project, control budget, budget account and budget period.
Budgetary Control Management	Manages the necessary setups for Budgetary Control
Business Intelligence Consumer	A role required to allow reporting from Business Intelligence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office. This role allow you to run reports from the web catalog but it will not allow a report to be authored from a subject area.
Customer Account Inquiry	View customer account details.
FSCM Load Interface Administration	Manages load interface file for import
Financials Folder Reporting	Grants access to the Financials web catalog folder.
Functional Setups	Uses the functional user overview, and assigned tasks, and task lists.
Payables Invoice Inquiry	Views Oracle Fusion Payables invoices.
Upload data for Budgetary Control Import	Allows to upload data file to import Budgetary Control related data.

Privileges

This table lists privileges granted to duties of the Budget Manager job role.

Granted Role	Granted Role Description	Privilege
Budget Manager	Manages one or more control budgets, including relevant setup, budget loading, exception analysis, transactional overrides, and funds available analysis and reporting	Define Accounting Calendar
Budget Manager	Manages one or more control budgets, including relevant setup, budget loading, exception analysis, transactional overrides, and funds available analysis and reporting	Extract Ledger Setup Definitions
Budget Manager	Manages one or more control budgets, including relevant setup, budget loading, exception analysis, transactional overrides, and funds available analysis and reporting	Inquire Fixed Asset Transaction
Budget Manager	Manages one or more control budgets, including relevant setup, budget loading, exception analysis, transactional overrides, and funds available analysis and reporting	Review Subledger Journal Entry
Budget Manager	Manages one or more control budgets, including relevant setup, budget loading, exception analysis, transactional overrides, and funds available analysis and reporting	Run Calendar Validation Report
Budget Manager	Manages one or more control budgets, including relevant setup, budget loading, exception analysis, transactional overrides, and funds available analysis and reporting	View Accounting Calendar
Budget Manager	Manages one or more control budgets, including relevant setup, budget loading, exception analysis, transactional overrides, and funds available analysis and reporting	View Project Commitment Transactions
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Access Financial Reporting Center
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Archive and Purge Historical Budgetary Control Data by Control Budget
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Carry Forward Budgetary Control Balances
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Create Expense Budget Adjustments from Revenue Funding
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Create Reporting Cube
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Drill Down to Journal
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Enable Budgetary Control
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Enter Budget Amounts
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Enter Budget Amounts for Financial Reporting
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Import Budget Amounts
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Import Budgets from Spreadsheet
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Manage Application Flexfield Value Set
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Manage Application Key Flexfield
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Manage Application Tree
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Manage Application Tree Label
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Manage Budget Period Statuses
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Manage Budgetary Control Activities
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Manage Carry Forward Rule for Budgetary Control
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Manage Control Budgets
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Manage Encumbrance Type
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Manage General Accounting Activities
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Manage General Ledger Encumbrance Carry Forward Rules
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Manage Requisition
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Monitor Budgetary Control Balances
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Purge Budgetary Control Data not Affecting Balances by Control Budget
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Rebuild Budget Calendar Dimension
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Rebuild Budget Chart of Accounts Dimension
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Rebuild Control Budget Dimension
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Reconcile Carry Forward in Budgetary Control
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Reserve Funds
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Review Budget Impact
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Review Budgetary Control Balances
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Review Budgetary Control Transactions
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Review Subledger Journal Entry
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Run Account Analysis Report
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Run Budgetary Control Reports
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Run Encumbrance Year End Carry Forward Program in Preview Mode
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Run Open Purchase Orders Encumbrances Analysis Report
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Transfer Budget Balances to Budget Cubes Continuously
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Transfer Control Budget Balances to Essbase
Budgetary Control Management	Manages the necessary setups for Budgetary Control	View Funds Available Balances
Budgetary Control Management	Manages the necessary setups for Budgetary Control	View Payables Invoice
Budgetary Control Management	Manages the necessary setups for Budgetary Control	View Payables Payment
Budgetary Control Management	Manages the necessary setups for Budgetary Control	View Purchase Order as Procurement Requester
Budgetary Control Management	Manages the necessary setups for Budgetary Control	View Receivables Receipt
Customer Account Inquiry	View customer account details.	Export Customer Account
Customer Account Inquiry	View customer account details.	Export Customer Account Relationship
Customer Account Inquiry	View customer account details.	Search Customer Account Relationships
Customer Account Inquiry	View customer account details.	Search Customer Account Site
Customer Account Inquiry	View customer account details.	Search Trading Community Organization
Customer Account Inquiry	View customer account details.	Search Trading Community Organization Additional Identifier
Customer Account Inquiry	View customer account details.	Search Trading Community Organization Additional Name
Customer Account Inquiry	View customer account details.	Search Trading Community Organization Address
Customer Account Inquiry	View customer account details.	Search Trading Community Organization Classification Code Assignment
Customer Account Inquiry	View customer account details.	Search Trading Community Organization Contact Point
Customer Account Inquiry	View customer account details.	View Customer Account
Customer Account Inquiry	View customer account details.	View Customer Account Information
Customer Account Inquiry	View customer account details.	View Customer Account Relationship
Customer Account Inquiry	View customer account details.	View Customer Account Relationships
Customer Account Inquiry	View customer account details.	View Customer Account Site
Customer Account Inquiry	View customer account details.	View Customer Account Site Use
Customer Account Inquiry	View customer account details.	View Location of Final Discharge
Customer Account Inquiry	View customer account details.	View Party Fiscal Classification
Customer Account Inquiry	View customer account details.	View Third-Party Site Tax Profile
Customer Account Inquiry	View customer account details.	View Third-Party Tax Profile
Customer Account Inquiry	View customer account details.	View Trading Community Organization
Customer Account Inquiry	View customer account details.	View Trading Community Organization Additional Identifier
Customer Account Inquiry	View customer account details.	View Trading Community Organization Additional Name
Customer Account Inquiry	View customer account details.	View Trading Community Organization Address
Customer Account Inquiry	View customer account details.	View Trading Community Organization Address Use
Customer Account Inquiry	View customer account details.	View Trading Community Organization Classification Code Assignment
Customer Account Inquiry	View customer account details.	View Trading Community Organization Contact Point
Customer Account Inquiry	View customer account details.	View Trading Community Organization Contact Preference
Customer Account Inquiry	View customer account details.	View Trading Community Organization Source System Mapping
Customer Account Inquiry	View customer account details.	View Trading Community Organization Usage Assignment
FSCM Load Interface Administration	Manages load interface file for import	Access FSCM Integration Rest Service
FSCM Load Interface Administration	Manages load interface file for import	Load File to Interface
FSCM Load Interface Administration	Manages load interface file for import	Load Interface File for Import
FSCM Load Interface Administration	Manages load interface file for import	Manage File Import and Export
FSCM Load Interface Administration	Manages load interface file for import	Transfer File
Functional Setups	Uses the functional user overview, and assigned tasks, and task lists.	Execute Setup Tasks
Functional Setups	Uses the functional user overview, and assigned tasks, and task lists.	Review Applications Offering
Functional Setups	Uses the functional user overview, and assigned tasks, and task lists.	Review Setups Functional User Overview
Functional Setups	Uses the functional user overview, and assigned tasks, and task lists.	Setup and Maintain Applications
Payables Invoice Inquiry	Views Oracle Fusion Payables invoices.	Manage Payables Invoices
Payables Invoice Inquiry	Views Oracle Fusion Payables invoices.	View Payables Invoice

Data Security Policies

This table lists data security policies and their enforcement across analytics application for the Budget Manager job role.

Business Object	Policy Description	Policy Store Implementation
Budget	A Budget Manager can review control budget for the set of control budgets they analyze	Role: Budgetary Control Management Privilege: Review Control Budget (Data) Resource: Control Budget
Budgetary Control Balance	A Budget Manager can review budgetary control balance for the set of control budgets they manage	Role: Budgetary Control Management Privilege: Review Budgetary Control Balance (Data) Resource: Control Budget
Budgetary Control Budget Entry	A Budget Manager can enter budgetary control budget entry for the set of control budgets they prepare	Role: Budgetary Control Management Privilege: Enter Budgetary Control Budget Entry (Data) Resource: Control Budget
Party Tax Profile	A Budget Manager can manage business unit party tax profile for the business units for which they are authorized	Role: Customer Account Inquiry Privilege: Manage Business Unit Party Tax Profile (Data) Resource: Business Unit
Tax Exemption	A Budget Manager can manage tax exemption for the tax setup applicable to the business units for which they are responsible	Role: Customer Account Inquiry Privilege: Manage Tax Exemption (Data) Resource: Business Unit
Trading Community Customer Account	A Budget Manager can view customer account for all customer accounts in the enterprise	Role: Customer Account Inquiry Privilege: View Customer Account (Data) Resource: Trading Community Customer Account
Trading Community Customer Account Relationship	A Budget Manager can view customer account relationship for all customer account relationships in the enterprise	Role: Customer Account Inquiry Privilege: View Customer Account Relationship (Data) Resource: Trading Community Customer Account Relationship
Trading Community Customer Account Site	A Budget Manager can view customer account site for all customer account sites in the enterprise	Role: Customer Account Inquiry Privilege: View Customer Account Site (Data) Resource: Trading Community Customer Account Site
Trading Community Customer Account Site Use	A Budget Manager can view customer account site use for all customer account site uses in the enterprise	Role: Customer Account Inquiry Privilege: View Customer Account Site Use (Data) Resource: Trading Community Customer Account Site Use
Trading Community Organization Party	A Budget Manager can view trading community organization for all organizations in the enterprise	Role: Customer Account Inquiry Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization Party
Trading Community Organization Party	A Budget Manager can view trading community organization for all organizations in the enterprise	Role: Payables Invoice Inquiry Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization Party
Trading Community Party	A Budget Manager can view trading community person for all people in the enterprise	Role: Customer Account Inquiry Privilege: View Trading Community Person (Data) Resource: Trading Community Party
Trading Community Party	A Budget Manager can view trading community person for all people in the enterprise	Role: Payables Invoice Inquiry Privilege: View Trading Community Person (Data) Resource: Trading Community Party
Trading Community Relationship	A Budget Manager can view trading community relationship for all trading community relationships in the enterprise	Role: Customer Account Inquiry Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship

Privacy

This table lists data security policies for privacy for the Budget Manager job role.

Business Object	Policy Description	Policy Store Implementation
Party Tax Profile	A Budget Manager can manage party tax profile for any party tax profile defined in the enterprise	Role: Customer Account Inquiry Privilege: Manage Party Tax Profile (Data) Resource: Party Tax Profile
Party Tax Profile	A Budget Manager can manage party tax profile taxpayer identifier for organizations of type individual party tax profile taxpayer identifier defined in the enterprise.	Role: Customer Account Inquiry Privilege: Manage Party Tax Profile Taxpayer Identifier (Data) Resource: Party Tax Profile
Tax Registration	A Budget Manager can manage tax registration for any tax registration defined in the enterprise	Role: Customer Account Inquiry Privilege: Manage Tax Registration (Data) Resource: Tax Registration
Withholding Party Tax Profile	A Budget Manager can manage party tax profile taxpayer identifier for organizations of type individual party tax profile taxpayer identifier defined in the enterprise.	Role: Customer Account Inquiry Privilege: Manage Party Tax Profile Taxpayer Identifier (Data) Resource: Withholding Party Tax Profile