1. Budget Management Access Level Settings


1. Go to the ‘Settings’ tab from the left side bar of the Portfolio page. Once done, scroll to the ‘Access Levels’ section then ‘Access Level Settings’



2. Within the Access Level Settings, navigate to the ‘Budget Management’ module and then assign an Access Level to each Key Role

  • Edit – can Add/Update Budget
  • View – can only View Budget
  • None – can’t View nor Add/Update Budget