Budget Management Roles and Permissions
Jenzabar provides three default roles for budget management:
Budget Management Budget Access Permissions, which includes permissions and access to budget information.
Budget Management Reporting Permissions, which includes permissions and access to budget report information including the budget to actual profile and worksheet.
Budget Management Worksheet & Adjustment Access, which includes permissions and access to worksheets, modifications, and transfer information.
Additionally, Jenzabar provides two administrative roles to manage users and their access to budget functionality.
The following table shows the permissions available for each Budget Management role. Once a user is granted permission to any of the following features, the corresponding Budget Management hub becomes available from the Hub options.
Permission | Budget Management Budget Access | Budget Management Reporting | Budget Management Worksheet & Adjustment Access | Budget User and Role Management |
|---|---|---|---|---|
Can view budgets |  | |||
Can manage budgets | | |||
Can create budgets | | |||
Can delete budgets | | |||
Can copy budgets | | |||
Can generate Budget to Actual Profile report | | |||
Can generate Budget to Actual Worksheet report | | |||
Can view roles | | |||
Can edit non-default role names and descriptions | | |||
Can create roles | | |||
Can copy roles | | |||
Can add and remove user role assignments | | |||
Can change role permissions | | |||
Can change what the role can access | | |||
Can delete non-default roles | | |||
Can view system users | | |||
Can add and remove user role assignments | | |||
Can view worksheets | | |||
Can edit worksheets | | |||
Can download to Excel | | | ||
Can approve and deny worksheets | | |||
Can submit worksheets | | |||
Can view modifications | | |||
Can edit modifications | | |||
Can create modifications | | |||
Can delete modifications | | |||
Can approve and deny modifications | | |||
Can submit modifications | | |||
Can view transfers | | |||
Can edit transfers | | |||
Can create transfers | | |||
can delete transfers | | |||
Can approve and deny transfers | | |||
Can submit transfers | |