Your users will see the budgets depending on their access to the Departments and Locations.

To activate this feature you need:

  • To have budgets assigned to different Locations
  • Or activate the tick-box 'Limit access to documents' for one of the custom fields assigned to the budget and user

How it works:

  • Imagine that we have two users - CFO (financial director) and HR. The CFO has access to all of the departments and the HR has access to only one department - Human Resources;
  • These users will see budget lines in the general budget depending on their access. The users from HR department will see only one budget line and the CFO will see all of the budget lines: