Access Group Set: Financial Management [Early Access]

Overview

This access group set allows you to control who can view financial information and manage different financial processes.

Account Financials

This section lets you control which users see the Account Financials page and which projects they can view financial information for.

View Account Financials

You can choose whether users have the ability to see information for:

• Their projects with financial permissions—If checked, members of this group can view the Account Financials page and see revenue information for only projects where they have View Financials (or higher) Project Permissions.
• All projects—If checked, members of this group can view the Account Financials page and see revenue information for all projects in the account.

Financial Periods

This section lets you control which users can close and reopen financial periods for the account.

• Close financial periods—If checked, members of this group can close the account’s financial period each month.
• Reopen financial periods—If checked, members of this group can reopen a closed financial period.

Revenue Management

This section lets you control which users can submit projects for revenue recognition and approve the revenue amounts.

Submit Revenue

You can choose whether users have the ability to submit projects for revenue verification and recognition.

• Their projects with financial permissions—If checked, members of this group can submit only projects where they have View Financials (or higher) Project Permissions for revenue recognition.
• All projects—If checked, members of this group can submit all projects for revenue recognition.

Approve Revenue

You can choose whether users have the ability to approve revenue amounts for a project’s financial period.

• Their projects with financial permissions—If checked, members of this group can approve and recognize revenue amounts for only projects where they have View Financials (or higher) Project Permissions
• All projects—If checked, members of this group can approve and recognize revenue amounts for only all projects.

Download Revenue Worksheet

You can choose whether users have the ability to download a project’s revenue worksheet for the financial period.

• Their projects with financial permissions—If checked, members of this group can download revenue worksheets for only projects where they have View Financials (or higher) Project Permissions
• All projects—If checked, members of this group can download revenue worksheets for all projects.

Financial Settings

This section lets you control which users can modify financial settings at the project level or account level.

• Manage account financial settings—If checked, members of this group can determine which revenue recognition methods are available to use on projects.
• Select revenue recognition methods for projects—If checked, members of this group can choose in the project settings which available revenue recognition methods can be used on a project.