Financial Management Access Rights

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You require the following financial management access rights to work with this category:
Financial Administration
Users must be granted the following access rights if they are responsible for setting up structures:
  • Administration - Access
    Allows the user to access the Administration menu.
    Type:
    Global
  • Financial Maintenance - Financial Organizational Structure
    Allows user to configure financial setup and Chargebacks. This includes the ability to set up financial processing and setup, WIP settings, GL accounts, standard rules, credit rules, overhead rules, and messages. This right is dependent on the Administration - Access right being granted. This right does not include the Location - Navigate right to manage locations.
    Required:
    Administration - Navigate
    Type:
    Global
Financial Management
Users must be granted the following access rights to set up financial data, process and monitor transactions, and process and monitor the financial cost/rate matrix:
  • Financial Maintenance - Financial Management
    Allows users to access financial management setup features in the Administration menu.
    Type:
    Global
  • Financial Maintenance - Define Matrix
    Allows user to define financial cost plus codes. This right is dependent on the Administration - Access right being granted.
    Type:
    Global
  • Financial Maintenance - Manage Matrix
    Allows user to define financial cost or rate matrices. This right allows user to create, edit, and view cost or rate matrices; configure matrix columns; and enter rows to create matrix rules. The right also includes the capability to copy, delete, and lock or unlock matrices. This right is dependent on the Administration - Access right being granted.
    Type:
    Global
Financial Planning
Users must be granted the following access rights to manage cost, benefit, and budget financial plans for any investment type:
  • <Investment> - Benefit Plan - Edit
    Allows the user to edit the benefit plans for a specific instance of the selected investment type.
    Type:
    Instance
  • <Investment> Benefit Plan - Edit All
    Allows the user to edit all benefit plans for the specified investment type.
    Type:
    Global
  • <Investment> - Benefit Plan - View
    Allows the user to view the benefit plans for a specific instance of the selected investment type.
    Type:
    Instance
  • <Investment> Benefit Plan - View All
    Allows the user to view all benefit plans for the specified investment type.
    Type:
    Global
  • <Investment> - Budget Plan - Approve
    Allows the user to approve the budget plans for a specific instance of the selected investment type.
    Type:
    Instance
  • <Investment> Budget Plan - Approve All
    Allows the user to approve all budget plans for the specified investment type.
    Type:
    Global
  • <Investment> - Budget Plan - Edit
    Allows the user to edit the budget plans for a specific instance of the selected investment type.
    Type:
    Instance
  • <Investment> Budget Plan - Edit All
    Allows the user to edit all budget plans for the specified investment type.
    Type:
    Global
  • <Investment> - Budget Plan - View
    Allows a resource to view the budget plans for a specific instance of the selected investment type.
    Type:
    Instance
  • <Investment> Budget Plan - View All
    Allows the user to view all budget plans for the specified investment type.
    Type:
    Global
  • <Investment> - Cost Plan - Edit
    Allows the user to edit the cost plans for a specific instance of the selected investment type.
    Type:
    Instance
  • <Investment> Cost Plan - Edit All
    Allows the user to edit all cost plans for the specified investment type.
    Type:
    Global
  • <Investment> - Cost Plan - View
    Allows the user to view the cost plans for a specific instance of the selected investment type.
    Type:
    Instance
  • <Investment> Cost Plan - View All
    Allows the user to view all cost plans for the specified investment type.
    Type:
    Global
  • Cost Plan - XOG Access
    Allows the user to import and export cost plan instances using the XML Open Gateway interface.
    Type
    : Global
  • Budget Plan - XOG Access
    Allows the user to import and export budget plan instances using the XML Open Gateway interface.
    Type
    : Global
  • Benefit Plan - XOG Access
    Allows the user to import and export benefit plan instances using the XML Open Gateway interface.
    Type
    : Global
Financial Departments
Users must be granted the following access rights to work with departments:
  • Department - Create
    Allows users to create departments.
    Includes:
    Department - Navigate
    right
    Type:
    Global
  • Department - Edit
    Lets the user edit and delete specific departments.
    Includes:
    Department - View
    access right
    Requires:
    Department - Navigate
    right
    Type
    : Instance
  • Department - Edit - All
    Allows users to edit and delete all departments.
    Includes:
    Department - View - All
     right
    Type
    : Global
  • Department - Edit Access Rights
    Allows users to edit the access rights for a specific department.
    Requires:
    Department - Navigate
    right and
    Department - View
    right
    Type:
    Instance
  • Department - Edit Access Rights - All
    Allows users to edit access rights for all departments.
    Requires:
    Department - Navigate
    right and
    Department - View
    right
    Type
    : Global
  • Department - Navigate
    Lets the user navigate to department pages.
    Requires:
    Department - View - All
     right
    Type
    : Global
  • Department - View
    Allows users to view specific departments.
    Requires:
    Department - Navigate
    right
    Type:
    Instance
  • Department - View - All
    Allows users to view all departments.
    Includes:
    Department - Navigate
    right
    Type:
    Global
Financial Locations
Users must be granted the following access rights to work with locations:
  • Location - Create
    Allows users to create locations.
    Type:
    Global
  • Location - Edit
    Allows users to edit specific locations.
    Type:
    Instance
  • Location - Edit - All
    Allows users to edit all locations.
    Type:
    Global
  • Location - Navigate
    Allows users to navigate to location pages. This right is dependent on the Financial Maintenance - Financial Organizational Structure and the Administration - Access access rights being granted. To view or administer locations, the user requires the Location - View - All or the Location - Edit - All right access rights.
    Type:
    Global
  • Location - View
    Allows users to view specific locations.
    Type:
    Instance
  • Location - View- All
    Allows users to view all locations.
    Type:
    Global