Budget owners and budget key owners

Budget owners can view all items that budget keys are associated with, such as budget plans and forecasts.

Budget owners are users in the instance that you can associate with a budget plan. Create a budget owner record to give a user the budget_owner role, which grants access to budget plans and forecasts.

Budget key owners are also users in the instance that you can associated with a budget key, and thereby budget plans as well. Budget key ownership can be full or limited:
  • Full access allows the owner to access everything associated with the budget key, including budget plans and forecasts, targets, and budget key expenses.
  • Limited access allows the owner to see only the budget plans they own and the items in those plans.

Budget key owners also have the same level of access to the items associated with child budget keys.

Support for Project Portfolio Suite

To support integration with Project Portfolio Suite, portfolio managers can have full access as a budget key owner to the keys for portfolios. This gives the portfolio manager the ability to access all programs and projects in a portfolio.