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Administrator Guide
Last Updated: 2023-06-23
Steps: Maintain Access to Budget Structures for Projects

Steps: Maintain Access to Budget Structures for Projects

Project administrators will need access rights to configure the budget structure properly. You can create a segment-based security group for the groups you want to enable to add Project as a plan type to the budget structure. You then add the security group to the required domain policy.
  1. Access the
    Edit Security Group
     task.
  2. Select
    Segment-Based Security Group
    Project Plan Type Segment Security Group
    .
  3. Select the
    Security Groups
     which you want to have access to the Project plan type on the budget structure.
    Security groups might include:
    Project Administrator
    ,
    Project Hierarchy Manager
    , or
    Project Resource Manager
    .
  4. Select
    Project Plan Type Segment
     for the
    Access to Segments
     field under
    Access Rights
    .
    Based on this setting, Workday determines the plan type you can access on the budget structure.
  5. Access the
    Edit Permissions
     task as a related action from the
    Access Plan Type (Segmented)
     domain security policy. This task enables you to add the security group to the domain.
The security group you enabled can now add Project as a plan type on the budget structure and define budget dimensions.