Share financial permissions on an object
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
| table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
|---|---|
| Adobe Workfront package | Any |
| Adobe Workfront license |
Standard Plan |
| Access level configurations | View or higher access to Projects, Tasks, Issues, and Financial Data |
| Object permissions |
View permissions or higher to projects, tasks, and issues that include at least View Finance permissions View permissions or higher to projects, tasks, and issues that include at least View billing rates, View cost rates, or View general finance permissions |
For more detail about the information in this table, see Access requirements in Workfront documentation.
Share an object and grant financial permissions
Consider the following when granting financial permissions to objects:
- You can grant financial permissions to projects, tasks, and issues.
- Permissions can be inherited: if you have View General Finance permissions to a project, you automatically inherit View General Finance permissions to the tasks and issues on the project.
To grant financial permissions to an object:
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Go to a task, project, or issue that you want to share with others.
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Near the name of the object, click Share.
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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.note tip TIP You can share an object only with active users, teams, roles, or companies. -
Click the drop-down to the right of the user’s name and select one of the following options:
- View
- Contribute
- Manage
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In the same drop-down menu, click the advanced options icon next to the permission level, 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.
- For any permission level, select View billing rates, View cost rates, and View general finance as needed.
- For Manage permissions only, select Edit billing rates, Edit cost rates, and Edit general finance as needed.
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Click Save.
Financial permission for all sharing levels
The following table displays which financial permissions users gain when you grant them View, Contribute, or Manage permissions on objects:
*Requires additional Resource Management access.
For information about Resource Management access, see Grant access to Resource Management.