Contents of the Maintain Project Budget Security Screen

Use the fields and options on the Maintain Project Budget Security screen to set up approvers and creators. You set up Project Budget Approvers at the top level of the Project. Under an Approver, separately assign Project Budget Creators at lower levels of the Project.

Note: This screen is only accessible to administrators.

Whatever level of the Project the Approver and Creator are assigned, all levels below will also be included.

To use this screen, the Project Security to be based on option in Planning > Administration > Administration Controls > Configuration Settings must be set to Project Budget Security.

Project Select

Field	Description
Project ID	Click to select the Project ID.
Include Expired Projects	Mark this check box to include expired projects in your query.

Project Budget Approvers and Project Budget Creators Grid

The table below describes the columns that display for the Project Budget Approvers and Creator grid.

Column Headings	Description
Project Rollup ID	Click to select the Project Rollup ID.
Role Code/User ID	Click to select either the Role or User ID, depending on configuration. Note: Role codes display if they were added to the project in Manage Project Roles (under Projects » Project Setup » Project Master), where a User ID is also associated with the role.
Role Desc/User Name	This column displays either a description of the role or the name of the user.
Source	If the row has been populated from the Project Manager field in Projects » Project Setup » Project Master » Manage Project User Flow, this column displays "Project Manager”. This update occurs automatically when the screen is opened. These entries cannot be deleted from the table, because they are not permanently stored in the Planning Domain. If an entry was manually added, the user’s name displays this field. Manually added approvers always display, unless manually deleted from the table. If any users were migrated to Project Budget Security, Project Budget Approvers will be displayed in this column.

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Contents of the Maintain Project Budget Security Screen

Use the fields and options on the Maintain Project Budget Security screen to set up approvers and creators. You set up Project Budget Approvers at the top level of the Project. Under an Approver, separately assign Project Budget Creators at lower levels of the Project.

Note: This screen is only accessible to administrators.

Whatever level of the Project the Approver and Creator are assigned, all levels below will also be included.

To use this screen, the Project Security to be based on option in Planning > Administration > Administration Controls > Configuration Settings must be set to Project Budget Security.

Project Select

Field	Description
Project ID	Click to select the Project ID.
Include Expired Projects	Mark this check box to include expired projects in your query.

Project Budget Approvers and Project Budget Creators Grid

The table below describes the columns that display for the Project Budget Approvers and Creator grid.

Column Headings	Description
Project Rollup ID	Click to select the Project Rollup ID.
Role Code/User ID	Click to select either the Role or User ID, depending on configuration. Note: Role codes display if they were added to the project in Manage Project Roles (under Projects » Project Setup » Project Master), where a User ID is also associated with the role.
Role Desc/User Name	This column displays either a description of the role or the name of the user.
Source	If the row has been populated from the Project Manager field in Projects » Project Setup » Project Master » Manage Project User Flow, this column displays "Project Manager”. This update occurs automatically when the screen is opened. These entries cannot be deleted from the table, because they are not permanently stored in the Planning Domain. If an entry was manually added, the user’s name displays this field. Manually added approvers always display, unless manually deleted from the table. If any users were migrated to Project Budget Security, Project Budget Approvers will be displayed in this column.