Share financial permissions on an object

Last update: February 10, 2025

CREATED FOR:

  • User

The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview Sandbox environment.

Your Adobe Workfront administrator can grant you access to view or edit financial data when assigning your access level. For more information, see Grant access to financial data.

Along with the access level that users are granted, you can also grant them permissions to View or Manage finances for specific projects, tasks, or issues that you have access to share.

For information about what users in each access level can do with financial data, see the section Financial data in the article Functionality available for each object type.

Access requirements

You must have the following to share financial data information on objects:

Adobe Workfront plan*Any
Adobe Workfront license*Plan
Access level configurations*

View or higher access to Projects, Tasks, Issues, and Financial Data

Note: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.

Object permissions

View permissions or higher to projects, tasks, and issues that include at least View Finance permissions

For information on requesting additional access, see Request access to objects.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Share an object and grant financial permissions

Consider the following when granting financial permissions to objects:

  • You can grant financial permissions to projects, tasks, issues, and rate cards.
  • Permissions can be inherited: if you have View Finance permissions to a project, you automatically inherit View Finance permissions to the tasks and issues on the project.

To grant financial permissions to an object:

  1. Go to a task, project, or issue that you want to share with others.

  2. Near the name of the object, click the More menu , then click Sharing.

  3. In the Give <Object name> access to field start typing the name of a user, team, role, group or a company that you want to share the object with.

    TIP
    You can share an object only with active users, teams, roles, or companies.

  4. If a drop-down menu appears to the right of the name you selected, click one of the following options that is available:

    • View it

    • Contribute to it

    • Manage it

           

  5. In the same drop-down menu, click Advanced Settings, then do one of the following:

    • If you selected one of the three options in the previous step, make sure View Finance is selected.
    • If you selected Manage Finance in the previous step, make sure Manage Finance is selected.

  6. Click Save.

Financial permission for all sharing levels

The following table displays what financial permissions users gain when you grant them View, Contribute, or Manage permissions on objects:

ActionsManageContributeView
Manage Billing Records✓
Manage/ View Role Billing and Cost Rates✓
Manage/ View User Billing and Cost Rates✓
View Finance✓✓✓
Manage rate cards✓
View rate cards✓✓✓
View information by Cost in the Resource Planning tools✓✓✓
Budget resources in the Resource Planning tools*✓
View resources in the Resource Planning tools*✓✓✓

*Requires additional Resource Management access.

For information about Resource Management access, see Grant access to Resource Management.

Previous pageShare a template
Next pageShare a portfolio

Workfront