Employees with Financial Access in Build Plans/Dashboards/References

 In FCX, we have a term “Employee with Finance Access”. It gives you access to Build Plans finances.

It is an access level that combines both User Group involvement, Employee roles assignment and Project Roles membership. 

To be such an Employee:

• Firstly, you should be a member of the FSMFinancial user group.
• Then, if you are a BP Owner, you will see the finances of all your BPs.
• You are a Project Owner — you have access to the financials of all the Build Plans of your Project.
• Next, you are a member of the Project Role with the Finance Access checkbox ticked — you have access to the finances of all the Build Plans where you are involved in.
• You have the Employee Role “All Direct Cost BPs Financials” — so you have access to the financial information of all Direct Cost BPs.
• Finally, there is the “Full Financial” Role, which gives you extended access to finances of all Build Plans.

This access rule works for dashboards, visible tabs and displaying a financial part in a Build Plan card.

It also filters the records in financial references (even if you access them through Quick Launch): 

• Sales Orders, 
• Purchase Orders (both CIM and VIM), 
• CIM Invoices,
• Budgets, 
• Adhoc Revenues,
• Expenses (CODs and VIM Invoices).

Summarizing all, the principle is: if there is access to a Build Plan finances, there is access to the related financial references records, and the financial documents attached to those records.