Budget Management Worksheet & Adjustment Access
The Budget Management Worksheet & Adjustment Access role is for users in the business office or across campus that need access to worksheets and adjustments.
Worksheets
Permission | Users in this role can. . . |
|---|---|
Can view worksheets | Access to the worksheet list page. |
Can edit worksheets | Update worksheet details. |
Can download to Excel | Download worksheet information from one or more worksheets on the list page. |
Can approve and deny worksheets | Review submitted worksheets and adjustments and approve, deny, or return them to the creator. |
Can submit worksheets | Submit worksheets and adjustments for review and approval. |
Modifications
Permission | Users in this role can. . . |
|---|---|
Can view modifications | Access and view existing modifications. |
Can edit modifications | Update modification details. |
Can create modifications | Create new modifications from the adjustments list or from the create modification page. |
Can delete modifications | Delete modifications from the adjustment list or adjustment details page. |
Can download to Excel | Download one or more modifications from the adjustment list or download line items from a specific modification's detail page. |
Can approve and deny modifications | Review submitted modifications and approve or deny them. |
Can submit modifications | Create and submit a modification for approval. |
Transfers
Permission | Users in this role can. . . |
|---|---|
Can view transfers | Access and view existing transfers. |
Can edit transfers | Access and update transfer details on the adjustment list. |
Can create transfers | Create new transfers from the adjustments list or from the create transfer page. |
Can delete transfers | Delete transfers from the adjustment list or adjustment details page. |
Can download to Excel | Download one or more transfers from the adjustment list or download line items from a specific transfer's detail page. |
Can approve and deny transfers | Review submitted transfers and approve or deny them. |
Can submit transfers | Create and submit a transfer for approval. |
Budget Activity
Permission | Users in this role can. . . |
|---|---|
Can view and download worksheet activity | Access worksheet activity, view details, and download a worksheet to Excel. |
Can edit worksheets | Update worksheet details and add or remove line items. |
Can submit worksheets | Create and submit a new or updated worksheet for approval. |
Can approve and deny worksheets | Review submitted worksheets and approve or deny them. |
Can create and delete transfers | Access transfer adjustments and create new adjustments or delete existing adjustments from the system. |
Can edit transfers | Access and update transfer details on the adjustment list. |
Can submit transfers | Create and submit a transfer for approval. |
Can approve and deny transfers | Review submitted transfers and approve or deny them. |