Planning - User Permissions (Portfolio Financials)

Planning

The following table highlights which user permissions are required to perform the described user action.

Task 'Vendor' (Project) 'Limited' (Project) 'Full Access' (Project) 'Building Admin' 'Company Admin'
Add a Variance Explanation in Portfolio Financials and Capital Planning       icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Capital Plan in Portfolio Financials and Capital Planning       icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Enter a Planned Spend in Portfolio Financials and Capital Planning       icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Capital Plan in Portfolio Financials and Capital Planning       icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Save and Manage Versions of Capital Plans in Portfolio Financials and Capital Planning       icon-mindtouch-table-check2.png icon-mindtouch-table-check.png
Set Up a Capital Plan in Portfolio Financials and Capital Planning       icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View a Capital Plan in Portfolio Financials and Capital Planning       icon-mindtouch-table-check.png icon-mindtouch-table-check.png