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