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 |