The Financial permission is available to Admins and Managers and allows or restricts viewing of financial data.
This permission has 3 different access types, All, Restricted and None.
All
When All is selected, the user can view all:
Project Financial Data
Revenue, Cost, Profit & Margin
Project Budget
Project Rates
Role Default Rates
Rate Cards
People Financial Data
Cost to Business (Under a person's Employment Contracts)
Role Default Costs
The ability to edit the above data depends on the User Type, Manage Projects and Manage People Settings.
Only users with All Financial Data permission can edit Role Default Rates, Role Default Costs and Rate Cards.
Export
Export all actuals and assignment data for all projects from the Export Tab (under Settings)
Restricted
When Restricted is selected, the user can view all of the following for ALL Projects and People:
Project Financial Data
Revenue
Budget
Project Rates
Role Rates (View only, no right to edit)
Rate Cards (View only, no right to edit)
No access to Cost-related Data
They cannot view the following for ALL Projects and people:
Project Cost, Profit and Margin
Cost to Business (Under a person's Employment Contracts)
Role Default Costs
No access to Export Tab (under Settings)
They cannot access the Export Tab and cannot export any actuals and assignment data
Can a Restricted Project/ People Manager only see the financial data of their managed projects/ people?
No. Setting the Financial Data access as Restricted only means that they cannot see Cost-related data for all projects and people.
They can still see the Project financial data of all projects, and they cannot see the salaries of all people, including the people they managed.
None
The user cannot view or export any financial information.
Where are the financial data located in Runn?
Financial data are located at various parts in Runn:
Project Planner
Project Dashboard / Project Template Dashboard
Client Dashboard
Person Dashboard
Manage Roles
Manage Rate Cards
Reports