Add dual authorisations for budget transfers within projects.
Currently, budget transfers within projects are allowed to be performed without any further authority required other than by the Project Manager. It would be useful if dual authorisation could be added so that higher management can approve these first before they occur.
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Company
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Bryant Building Contractors
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Job Title / Role
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Accountant
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I need it...
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1 month
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That would work as well as the 2 levels, but under that scenario there could not be a 3rd level.
We don’t have any plans for a 3rd level in this area currently but will keep it in the suggestion box and watch the votes.
For advice on applying Menu security please log a request for service, but essentially you give the menu option a security level from between 1-9 (In the Customisable Menu Maintenance) and then you apply a security level 1-9 to the Users who you want to see that option (via CMS User Maintenance)
It’s a good way to secure people out of menu items you don’t want them to see.
Hope this helps Helena.
Thanks
Hi Andrew,
That sounds good, however would a Contracts Administrator be able to raise the transfer and just get the Project Manager to authorise? How do we apply the second level approval?
Regards,
Helena Connell (BCom CA)
Accountant | AUS +61 7 4040 6400
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hconnell@BryantBC.com.au| www.BryantBC.com.au
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Thanks for the suggestion.
As one idea you could limit the Budget Transfer menu option to only the PM level, thereby ensuring that the PM always has first level of approval, and then apply a one level approval that can go higher up.
This would give you the two levels but would mean the PM would need to be the one entering the Budget transfer.
Let me know if that would do the trick.
Otherwise we will let this accumulate votes and see if we can include in Roadmap thinking.
thanks
ANDREW TUCKER Sr. Product Manager APAC