Resolution

If the user does not have Add or Gen option, the following steps can be performed by site EERP Administrator, who will know which roles can be updated or if new additional roles should be added to grant correct level of access.

Browse to System Administration > Security > User Attributes
Search
Type Users Id
Accept
Effective Permissions tab
Scroll down to module Budgeting to ensure user has the following access
- Maximum budget level set to highest number
  - Defined in Financials > Set Up/Chart of Accounts > General Ledger Settings > Budget Settings tab, to be considered a Super User
- Projection Access Type of either
  - View, create, modify
  - View, create, modify, delete
Edit Role
Budget from the module view tab on edited role
Update the Projection access type setting as needed
Accept
Back
Back
Reset Files
Ok
Ok
- This will reload screen as permission updates are applied
Have user refresh (F5) browser tab for Define/Start Budget Projection program, close/reopen, or log out of Munis and log back in then try again
- Permissions were updated but are not taking effect
If issue remains contact General Ledger Support for assistance

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