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 |