Restricting access to specific Budgets
We would like our local managers to start entering their forecasted budgets into GL using the Enter Budget Amounts form. However, we want to restrict access so that they can only amend specific budgets, and not alter the opening budget figures. We use Budget Organisations, but these just restrict to a range of accounts.
For example, we create a budget called Opening Budget 2010 and enter appropriate amounts. On a monthly basis we want local managers to forecast ongoing expenditure so we create a budget called Forecast 2010 and instruct them to enter their revised budget expectation against this new budget. We can then compare (using FSG) the actual expediture against both original budget and last forecast position. However we do not want the local managers to be able to change the original Opening Budget 2010, or any other budget that is currently Open.