Problem:
Is it possible to restrict users‘ access to Revenue numbers in BFA or prevent them from drilling down to the Revenue data from the Project Analysis Details?
Solution:
No one can access revenue data unless they have the LIST | Can see Revenue Transactions capability in one of their roles. Only users with this capability in an assigned role will be allowed to drill-down on Revenue Account Categories in the Transaction drill-down.
Without the LIST | Can see Revenue Transaction capability:
- [Cost Analysis] If users attempt to drill down to Revenue transaction on the Project Cost Analysis, they will be notified that ‘Access to these transactions is denied‘.
- [BFA] On BFA spreadsheets, users not granted the above listed capability will still be able to:
- view the rows and columns related to Revenue, but no Revenue values will be visible.
- select the Revenue Category for a filter value, but Revenue values will not be displayed.
- add new rows to the spreadsheet, but will not be able to add values if the row is a Revenue row.
Users without Revenue Transaction access can be readily identified by the RevLock notation on the About Spitfire window accessed from the Spitfire menu on BFA.
Additional Comments:
For more information about roles and capabilities, see the technical white paper Designing User Roles.
KBA-01253; Last updated: October 19, 2016 at 13:34 pm;
Keywords: revenue, access,