Budget Management Budget Access Permissions
The Budget Management Budget Access role is for users in the business office or across campus that need access to budgets.
Budgets
Permission | Users in this role can. . . |
---|---|
Can view budgets | Access the budget list, view budget details, and read and add comments. |
Can manage budgets | Edit budget details, set up the worksheet hierarchy, and configure who can access and work with budget worksheets. |
Can create budgets | Create new budgets from the budget list or from the create budget page. |
Can delete budgets | Delete a budget from the budget list page or on the budget details page. |
Can download to Excel | Download one or more budgets from the budget list page or download line items from a specific budget's detail page. |
Can copy budgets | Create duplicate budgets from existing budgets. |
Profiles
Permission | Users in this role can. . . |
---|---|
Can view profiles | Access the profile list, view profile details, and read and add comments. |
Can edit profiles | Edit profile details, set up the line item group hierarchy, add or remove line items from groups. |
Can create profiles | Create new profiles from the profile list or a specific profile's detail page. |
Can delete profiles | Delete a profile from the profile list page or on a profile's detail page. |
Can download to Excel | Download one or more profiles from the profile list page or download line items from a specific profile's detail page. |