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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.