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Setup view only options for both cost budgets or sales budgets

Updated over a week ago

To get the Cost Budgets / Sales Budgets to appear with in Project managements

  1. Log into FINOPS administrator

  2. Go to System Control

  3. Go to security Profiles

  4. Edit the profile

  5. Go to Project Forms tab

  6. Under Buttons tick show Cost Budgets / Sales Budgets buttons

To remove all the editing permissions

  1. Go to the Security tab

  2. Expand Project Management

  3. Press Cost Budget Revision Options / Sales Budget Revision Options

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

  5. Press OK

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