Share financial permissions on an object
The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview Sandbox environment.
Your ÃÛ¶¹ÊÓƵ Workfront administrator can grant you access to view or edit financial data when assigning your access level. For more information, see Grant access to financial data.
Along with the access level that users are granted, you can also grant them permissions to View or Manage finances for specific projects, tasks, or issues that you have access to share.
For information about what users in each access level can do with financial data, see the section Financial data in the article Functionality available for each object type.
Access requirements
You must have the following to share financial data information on objects:
*To find out what plan, license type, or access you have, contact your Workfront administrator.
Share an object and grant financial permissions
Consider the following when granting financial permissions to objects:
- You can grant financial permissions to projects, tasks, issues, and rate cards.
- Permissions can be inherited: if you have View Finance permissions to a project, you automatically inherit View Finance permissions to the tasks and issues on the project.
To grant financial permissions to an object:
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Go to a task, project, or issue that you want to share with others.
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Near the name of the object, click the More menu
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In the Give
<Object name>access to field start typing the name of a user, team, role, group or a company that you want to share the object with.note tip TIP You can share an object only with active users, teams, roles, or companies. -
If a drop-down menu appears to the right of the name you selected, click one of the following options that is available:
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View it
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Contribute to it
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Manage it
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In the same drop-down menu, click Advanced Settings, then do one of the following:
- If you selected one of the three options in the previous step, make sure View Finance is selected.
- If you selected Manage Finance in the previous step, make sure Manage Finance is selected.
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Click Save.
Financial permission for all sharing levels
The following table displays what financial permissions users gain when you grant them View, Contribute, or Manage permissions on objects:
*Requires additional Resource Management access.
For information about Resource Management access, see Grant access to Resource Management.