User Management Settings Overview

What are User Management Settings?

Everyone who uses Budgeting & Planning has established roles. Because the role of each user is unique and is tied to the projects and/or organizations for which that user has management responsibilities, Budgeting & Planning requires a named seat license for each person.

User management settings provide methods for linking project and/or organizations to each user. User settings can also be set to limit access to specific Budgeting & Planning functionality by allowing items included in Reports and Actions to be turned on or off on a user-by-user basis.

User management settings also include functions that expose user security settings, the history of changes to user settings, and the log of a user’s usage. You can also create general messages to all users, and assist users when an error page is encountered.

Why are they important?

Budgeting & Planning is a budget and cost reporting, web-based application providing business intelligence and comprehensive project and operations fiscal performance management tools. Effective management requires collaboration and cooperation among all members of the project management community within the government contractor organization. Budgeting & Planning provides the substance of that collaboration.

Collaboration depends upon the management tradition and authority structure that have been established within the organization, both of which can be evolving over time. Budgeting & Planning users are either part of that authority structure or they are acting in direct support of its participating members. Therefore each Budgeting & Planning user must have an established role that reflects legitimate management authority.

User management settings are primarily designed to help establish and manage the roles of Budgeting & Planning users over time.

What do you want to do?

Access the Administrator Interface

Administrator Parts and Functions

Reports and Actions

Learn how to...

Access the User Security Change Log

Change Your Password

Create a Message of the Day

Maintain Licensing Parameters

Review the Error Log

Manage User Logon Setup and Maintenance

Set Up Users

Use the Log User Activity Switch

Use the Logon User Security Review