Project Roles in Budgeting and Forecasting

Default project roles, including project application administrator, project manager, and project administrator can perform specific budgeting and forecasting tasks.

Default Access for Roles

The following table describes the default access for each role.

Privilege Area	Project Application Administrator	Project Manager	Project Administrator	Notes
Edit budget and forecast planning options	Yes	No	No	Project application administrators set planning options for financial plan types. Project managers and accountants can view planning options at the version level.
Create versions	No	Yes	Yes	None
Generate versions	No	Yes	Yes	Applies to budgets generated when setting a baseline for the project plan. Project administrators can't generate forecasts from progress (they don't have access to publish progress.)
Edit versions in Excel	No	Yes	Yes	None
Submit versions	No	Yes	Yes	None
Approve versions	No	Yes	No	A team member with project manager security role access must be manually designated as the project manager for the project. If workflow is enabled, then approval occurs through a notification. Menu actions aren't available on the budgeting and forecasting pages.
Review versions	No	Yes	Yes	None