Enter Budget User Roles

Explanation

The activity is used to determine the role the user will be assigned. A user can be assigned with more than one role. The available user roles are: Responsible, Approver and Administrator. It is required to define budget user roles if the budget templates are used. The roles are defined as follows.

Administrator

  1. Can handle (create/modify/delete) budget processes.
  2. Can create Budget Templates (Unless the Budget Process is protected, both the Administrator and the person Responsible can create the Budget Template.)
  3. Can remove Budget Templates.
  4. Can handle combinations
  5. Can change Budget Template Protection (select/clear the Protected checkbox).
  6. Can change Approver/Responsible of Budget Template (If the Template is protected, only the Administrator can do this.)
  7. Can set the Budget Template state to Submitted and/or Removable.
  8. Can modify Budget templates when it is in states Awaiting Approval or Approved or Removable.

Responsible 

  1. Can enter budget values when the Budget Template is in state Submitted or Rejected.
  2. Once completed, changes template state to Awaiting Approval (If the budget process is unprotected, the responsible person can create budget templates and proceed until the template is set to status Awaiting Approval)

Approver

  1. Can perform Approve, Cancel Approval and Reject operations on Budget Templates and Budget Nodes.

Prerequisites

Users must exist. 

System Effects

It will be possible to connect users as responsible or approver for budget templates or nodes. An administrator will have access to all templates and nodes.  

Window

Budget User Roles

Related Window Descriptions

Budget User Roles

Procedure

  1. Open Budget User Roles window.
  2. Click New to enter a new user ID.
  3. Select a user ID from the List of Values.
  4. Select the appropriate check boxes depending on the role/s the user is assigned with. 
  5. Save.