Secure Control Budget Definitions

Enable the control budget definition data security feature to limit users who can update control budget definitions on the Manage Control Budget page.

If you don't enable this feature, all users with access to the Manage Control Budget page, can update all control budgets. If you enable this feature, only users that either created the control budget, are the budget manager for the control budget or explicitly granted control budget data access will be able to update. To grant control budget data access to users, follow these steps:

  1. In the Setup and Maintenance work area, search and select the Manage Control Budget Data Access for Users task.

  2. On the Manage Data Access for Users page, click Action > Create or the Create icon.

  3. In the Create Data Access for Users page, assign:

    • User name

    • Role = It is recommended to create a custom role and assign only the required privileges needed for this budget manager role

    • Security context = "Control budget"

    • Security context value = Name of the control budget you want to grant access