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Set up view-only options for cost budgets or sales budgets

You can control who can view or edit cost budgets and sales budgets for a project in FinOps Administrator. Follow the steps below to show the budget buttons, and optionally restrict editing to view-only.

To display cost budgets or sales budgets in Project Management:

  1. Log in to FinOps Administrator.

  2. Click System Control.

  3. Click Security Profiles.

  4. Select the profile and click Edit.

  5. Click the Project Forms tab.

  6. Under Buttons, select Show Cost Budgets and Show Sales Budgets.

To remove all editing permissions:

  1. Click the Security tab.

  2. Expand Project Management.

  3. Click Cost Budget Revision Options or Sales Budget Revision Options.

  4. Clear all the options on the right to remove all access.

  5. Click OK.

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