Require Users to Enter Detail Lines in Budget Projections


Description of Issue
  • Require users to enter budget detail in Next Year Budget Entry or Central Budget Entry
  • Restrict users from entering amounts at the Account Level or Header Level
Context
  • Central Budget Entry
  • Next Year Budget Entry
  • User Attributes
Cause

Users should be required to enter budget detail.

Resolution

To require users to enter budget detail, a permission can be enabled on their roles. To update, go to:

System Administration > Security > User Attributes

  1. Search for the User Id
  2. Highlight role that grants Budget permissions
  3. Select Edit Role
  4. Select the Budget folder
  5. Update
  6. Select the permission for 'Projection detail access only'
  7. Accept
Additional Information