What granular permissions are available for the Company level Funding Sources tool?

Answer

The granular permissions for the Company level Funding Sources tool grant the following access:

Granular Permission Name

Granular Permission Description

Create Funding Sources

Allows users to create new origin pools of capital (such as bonds, grants, loans, or appropriations) at the company level.

Create Project Entitlements

Allows users to allocate portions of a company funding source to specific active projects.

Update Funding Sources

Allows users to edit existing funding source details, such as increasing the total amount or marking a fund as inactive.

Update Funding Sources Settings

Allows users to configure tool-level settings, including enabling or disabling project-level funding source functionality across the company.

Update Project Entitlements

Allows users to edit existing project allocation amounts for a funding source.

View Funding Sources

Allows users to view company-level funding sources and their associated balance details.

View Funding Sources Settings

Allows users to view the company-level settings for the Funding Sources tool without making changes.

View Project Entitlements

Allows users to view the allocation amounts assigned to individual projects from a funding source.

See Also

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