User roles

Accountant

These individuals are Financial Consolidation end users. They can enter adjustments into Web Journals, run Journal reports, and submit reported data. They do not have access to controller functions, administrative functions such as Architect or Budgeting-specific features.

Administrator

This individual defines the enterprise-wide application requirements, implements the application (with assistance from others), and monitors the database. The CPM administrator is the primary driver of the budget process or the consolidation process. This individual's position varies from company to company: for example, Controller, Manager of Financial Planning, Budgeting Manager, or Senior Financial Analyst. This guide is aimed at assisting these types of users with implementing their applications.

The CPM administrator is distinct from the database administrator (DBA). The DBA is typically an Information Technology professional who can assist the CPM administrator with the database technology. The DBA would therefore not be permitted access to CPM applications except as appropriate (for example, the DBA might also be a Budget Holder).

Analyst

These individuals only review data, and cannot change data in any form.

Budget Holder/Accountant

These individuals have combined the functions of both the Budget Holder and Accountant.

Budget Holder

These individuals are Budgeting users. They are typically department or cost center managers. This is the level at which raw, non-aggregated financial data typically enters the application, through manual data entry or through loads from general ledger or other systems. In general, we recommend that these users do not use any controller functions. For example, administrative functions such as Architect or Financial Consolidation-specific features. There are a few exceptions to this recommendation. A Budget Holder can run a consolidation to handle currency translation or if level depth consolidation is used in the application.

Budget Holder Read-only Detail Budgeting

These individuals have the same functions as the Budget Holder, but have read only access to Detail Budgeting.

Budget Holder - No Detail Budgeting

These individuals have the same functions as the Budget Holder, but do not have access to Detail Budgeting.

Controller

These individuals drive the financial processes at corporate and large divisions. Controllers collect and consolidate data from units in the organizational hierarchy that report to them directly. Users at this level cannot change the application design in any way. They typically have a position similar to Regional Controller.