Assigning Detail Budgeting access

  1. Click the Definition tab.
  2. From the Dimensions drop-down list, select a secured dimension.
  3. From the Hierarchy drop-down list, select the appropriate group or hierarchy.
  4. From the Members pane, select the leaf member or members to which you want to assign security access. The member or members must already have an assigned member security
    Note: You can use the Search Members function to search for specific members.

    You can select multiple members using the CTRL and Shift key combinations. The members selected must be within a single hierarchy.

  5. The Detail Budgeting Access options become available.
  6. Select the security setting for Assets.
  7. Select the security setting for Employees.
  8. Click Save.
  9. Repeat the previous steps as necessary.
    When multiple members are selected for Detail Budgeting security, you can set access at the Assets level, Employees level, or both. If only Assets is selected, the employee setting is unchanged on each of the selected members