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	Privilege Description
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	Allows definition of periods used to record and report accounting transactions.
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	Extract ledger setup data from Oracle Fusion General Ledger to support export of ledger actual balance type balances data from Enterprise Business Suite General Ledger.
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	Allows viewing of asset transaction details and accounting entries.
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	Allows inquiries on subledger journal entries and entry lines.
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	Allows submission of the 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	Allows view access to existing groupings of accounting periods.
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	Not Available
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Access Financial Reporting Center	Allows access to run and view reports from Financial Reporting Center
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Archive and Purge Historical Budgetary Control Data by Control Budget	Purge and archive historical budgetary control data with data security restrictions by control budget.
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Carry Forward Budgetary Control Balances	Allows the submission of a process to carry forward pending consumption transactions that have been reserved against the current year's budget to the next year's budget.
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Create Expense Budget Adjustments from Revenue Funding	Create expense budget adjustments based on funding from revenues.
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Create Reporting Cube	Allows the creation of a multidimensional database to report budgetary control balances.
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Drill Down to Journal	Allows drill down to journals from subledgers but without providing access to the General Ledger Journals work area.
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Enable Budgetary Control	Allows the configuration to enable budgetary control for ledgers, business units and business functions.
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Enter Budget Amounts	Enter Budget Amounts
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Enter Budget Amounts for Financial Reporting	Enter budget amounts for upload to Essbase cube for financial reporting for Oracle Fusion General Ledger
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Import Budget Amounts	Allows the submission of a process to import budget from the open budget interface tables.
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Import Budgets from Spreadsheet	Allows budget entry and import from a budget spreadsheet.
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Manage Application Flexfield Value Set	Allows management of value sets to validate the content of a flexfield segment. Value sets provide declarative validation for use in applications flexfield attributes and key segments.
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Manage Application Key Flexfield	Allows management of application key flexfields.
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Manage Application Tree	Manage application trees and tree versions
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Manage Application Tree Label	Manage application tree labels
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Manage Budget Period Statuses	Allows update of the budget period status.
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Manage Budgetary Control Activities	Allows access to a budgetary control work area to manage budgetary control activities.
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Manage Carry Forward Rule for Budgetary Control	Allows the management of the business rules to carry forward pending consumption transactions that have been reserved against the current year's budget to the next year's budget.
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Manage Control Budgets	Allows the management of control budgets set up for budgetary control.
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Manage Encumbrance Type	Allows management of encumbrance types.
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Manage General Accounting Activities	Allows access of the General Accounting Dashboard.
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Manage General Ledger Encumbrance Carry Forward Rules	Create and maintain General Ledger encumbrance balances carry forward rules.
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Manage Requisition	Allows users to create, search, and view requisitions.
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Monitor Budgetary Control Balances	Allows access to a budget dashboard to view and take action on budget spending.
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Purge Budgetary Control Data not Affecting Balances by Control Budget	Purge funds check, failed funds reservations, and superseded funds reservations and archive superseded successful funds reservations with data security restrictions by control budget.
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Rebuild Budget Calendar Dimension	Creates or rebuilds the budget calendar dimension members and hierarchies for budgetary control balances cubes.
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Rebuild Budget Chart of Accounts Dimension	Creates or rebuilds the budget chart of accounts dimension members and hierarchies for a particular budget dimension in the budgetary control balances cubes.
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Rebuild Control Budget Dimension	Creates or rebuilds the control budget dimension members and hierarchies for budgetary control balances cubes.
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Reconcile Carry Forward in Budgetary Control	Allows the submission of a process to reconcile the pending transactions and budget reservation amounts carried forward to a subsequent budget year.
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Reserve Funds	Check whether sufficient funds are available for a transactions, and if so, reserve the funds
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Review Budget Impact	Review the budgetary control results of a transaction and its budget impact
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Review Budgetary Control Balances	Review budget consumption balances
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Review Budgetary Control Transactions	Review budget consumption balances by transaction
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Review Subledger Journal Entry	Allows inquiries on subledger journal entries and entry lines.
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Run Account Analysis Report	Allows submission of the account analysis report.
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Run Budgetary Control Reports	Run budgetary control reports, including reports in Oracle Transactional Business. Intelligence and Oracle Business Intelligence Publisher.
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Run Encumbrance Year End Carry Forward Program in Preview Mode	Allows submission of encumbrance year end carry forward in preview mode only.
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Run Open Purchase Orders Encumbrances Analysis Report	Submit the open purchase orders encumbrances analysis report.
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Transfer Budget Balances to Budget Cubes Continuously	Allows the submission of a process to continuously transfer budget balances to the budgetary control balances reporting multidimensional database.
Budgetary Control Management	Manages the necessary setups for Budgetary Control	Transfer Control Budget Balances to Essbase	Transfer changes in control budget balances to the budget balances cubes in Essbase.
Budgetary Control Management	Manages the necessary setups for Budgetary Control	View Funds Available Balances	Allows access to view the budgetary control validation results.
Budgetary Control Management	Manages the necessary setups for Budgetary Control	View Payables Invoice	Allows viewing of Oracle Fusion Payables invoices without performing a search.
Budgetary Control Management	Manages the necessary setups for Budgetary Control	View Payables Payment	Allows viewing of Oracle Fusion Payables payments.
Budgetary Control Management	Manages the necessary setups for Budgetary Control	View Purchase Order as Procurement Requester	Allows a procurement requester to review a purchase order.
Budgetary Control Management	Manages the necessary setups for Budgetary Control	View Receivables Receipt	View a Receivables receipt.
Customer Account Inquiry	View customer account details.	Export Customer Account	Not Available
Customer Account Inquiry	View customer account details.	Export Customer Account Relationship	Allows the export of customer account contact relationship information.
Customer Account Inquiry	View customer account details.	Search Customer Account Relationships	Allows the search of customer account relationships. If assigning, also assign the ability to view the customer account relationship.
Customer Account Inquiry	View customer account details.	Search Customer Account Site	Allows the search of customer account sites. If assigning, also assign the ability to view the customer account site.
Customer Account Inquiry	View customer account details.	Search Trading Community Organization	Allows the search of organizations. If assigning, also assign the ability to view the trading community organization.
Customer Account Inquiry	View customer account details.	Search Trading Community Organization Additional Identifier	Not Available
Customer Account Inquiry	View customer account details.	Search Trading Community Organization Additional Name	Not Available
Customer Account Inquiry	View customer account details.	Search Trading Community Organization Address	Not Available
Customer Account Inquiry	View customer account details.	Search Trading Community Organization Classification Code Assignment	Not Available
Customer Account Inquiry	View customer account details.	Search Trading Community Organization Contact Point	Not Available
Customer Account Inquiry	View customer account details.	View Customer Account	Allows the viewing of customer account information.
Customer Account Inquiry	View customer account details.	View Customer Account Information	Not Available
Customer Account Inquiry	View customer account details.	View Customer Account Relationship	Allows the viewing of customer account relationship information.
Customer Account Inquiry	View customer account details.	View Customer Account Relationships	Allows the viewing of customer account relationship information.
Customer Account Inquiry	View customer account details.	View Customer Account Site	Allows the viewing of the customer account site information.
Customer Account Inquiry	View customer account details.	View Customer Account Site Use	Allows the viewing of the customer account site use information.
Customer Account Inquiry	View customer account details.	View Location of Final Discharge	Allows view of location of final discharge.
Customer Account Inquiry	View customer account details.	View Party Fiscal Classification	Allows viewing of tax classifications used by a tax authority to categorize a party and is applicable in the tax determination process.
Customer Account Inquiry	View customer account details.	View Third-Party Site Tax Profile	Allows viewing of tax profiles that contain tax information that relate to a third-party site's transaction tax activities.
Customer Account Inquiry	View customer account details.	View Third-Party Tax Profile	Allows viewing of tax profiles that contain tax information that relate to a third party's transaction tax activities.
Customer Account Inquiry	View customer account details.	View Trading Community Organization	Allows exporting, searching, and viewing of organization details such as addresses, classifications, identifiers, and names.
Customer Account Inquiry	View customer account details.	View Trading Community Organization Additional Identifier	Not Available
Customer Account Inquiry	View customer account details.	View Trading Community Organization Additional Name	Not Available
Customer Account Inquiry	View customer account details.	View Trading Community Organization Address	Not Available
Customer Account Inquiry	View customer account details.	View Trading Community Organization Address Use	Not Available
Customer Account Inquiry	View customer account details.	View Trading Community Organization Classification Code Assignment	Not Available
Customer Account Inquiry	View customer account details.	View Trading Community Organization Contact Point	Not Available
Customer Account Inquiry	View customer account details.	View Trading Community Organization Contact Preference	Not Available
Customer Account Inquiry	View customer account details.	View Trading Community Organization Source System Mapping	Not Available
Customer Account Inquiry	View customer account details.	View Trading Community Organization Usage Assignment	Not Available
FSCM Load Interface Administration	Manages load interface file for import	Access FSCM Integration Rest Service	Allow financials and supply chain users to access the methods associated with the Integration Rest Service.
FSCM Load Interface Administration	Manages load interface file for import	Load File to Interface	Allows file data load to interface tables
FSCM Load Interface Administration	Manages load interface file for import	Load Interface File for Import	Allows a user to load interface file for import
FSCM Load Interface Administration	Manages load interface file for import	Manage File Import and Export	Privilege to manage import and export of files.
FSCM Load Interface Administration	Manages load interface file for import	Transfer File	Allows management of file transfer from server
Functional Setups	Uses the functional user overview, and assigned tasks, and task lists.	Execute Setup Tasks	Allows setup task execution and searching of tasks and tasks lists.
Functional Setups	Uses the functional user overview, and assigned tasks, and task lists.	Review Applications Offering	Provides access to the Getting Started page.
Functional Setups	Uses the functional user overview, and assigned tasks, and task lists.	Review Setups Functional User Overview	Allows access to the Assigned Implementation Tasks page.
Functional Setups	Uses the functional user overview, and assigned tasks, and task lists.	Setup and Maintain Applications	Allows access to the Setup and Maintenance work area.
Payables Invoice Inquiry	Views Oracle Fusion Payables invoices.	Manage Payables Invoices	Allows searching and viewing of Oracle Fusion Payables documents.
Payables Invoice Inquiry	Views Oracle Fusion Payables invoices.	View Payables Invoice	Allows viewing of Oracle Fusion Payables invoices without performing a search.

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