The selected user's default Budget Authorizations are available on this page. Setting the authorizations on this page does not change the authorizations on any budgets, it only sets the default budget authorizations for the selected user. As users are assigned to a Budget on the Budget Maintenance | Budget Users page, this set of default authorizations are carried with them to the individual budget. After assignment, these individual authorizations can be customized for that user/budget assignment within the given budget.
Authorizations that
do not apply directly to a budget can be applied on this page. The only
authorization that does not apply to a budget directly is: Create Root
Budgets (note - this authorization also sets the default Create Child
Budget authorization).
FIELDS
Display/Modify - grant or deny authorization to display or modify budgets. Please note, the modify option includes display authorization.
Create Root/Child - allows the user to create Child and Root Budgets.
Assign - allows the user the ability to assign a parent budget (applies to budgets and projects).
Budget Manager - User is a Budget Manager by default.
Budget Comptroller - User is a Comptroller by default.
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- displays the budget assignment form - to assign the selected user to budgets. To assign several users to a budget at once, see Budget Maintenance | Budget Users Tab. |
Budget Items Maintenance
Display/Modify - allows the user to display only, or modify and create, budget items.
Delete - allows the user to delete budget items.
Quick Tips:
Note: This screen is providing access to Budget information at a user level
Step 1. Using the available options, choose which options are available to the user
Step 2. Choose the Budget Assignment button, choose the appropriate Budget(s)
Save your work
For More Go To "Help" on the Main tool bar- Expand the window- and select the appropriate topic or white papers for "How To" Guides
