These settings determine how Deltek Budgeting & Planning's project budget tools function and who can access that functionality. They also allow fine tuning of the basic security settings for user access to project budgeting and reporting functions. Additionally, accounting system-specified alternative project structures can be referenced so that they can be reflected in Deltek Budgeting & Planning's project navigation structure.
Deltek Budgeting & Planning users, with a focus on the Project Management context, are linked to the project manager authority structure established in your accounting system. However, this authority structure does not reflect a work flow process for originating and approving project budgets and estimates-to-complete. These settings can be established in Deltek Budgeting & Planning with the Add Additional Project Budget Approvers screen. In addition, Project Manager Matrix Rights allows project managers to access staff resources for budgeting purposes that are not included in their security organization.
If you have an alternative project structure established in your accounting system, Deltek Budgeting & Planning allows this structure to be mapped into its project navigation structure. You may have multiple alternate project structures established for reporting purposes.
If more than one structure includes the same lowest level project task ID, then only one structure should be selected for mapping into Deltek Budgeting & Planning. The Specify Valid WBS IDs is used for this purpose.
These settings determine how project budgeting tools work and who can access these tools. Establishing and managing project budgets are a critical part of establishing a cooperative, collaborative process of project financial accountability. This ultimately can impact your company's ability to ensure that projects are executed within available funds in a method that preserves profitability.
Refer to the following topics for more Project-specific procedures within the Administration context: