Three types of permissions can be configured:

  1. Target period management allows the user to create/edit target periods.
  2. Top-down pipeline targets activate the top-down targets screen for all target periods. View/edit permissions can be granted at the department/portfolio level in user permissions. Targets for all benefit types will inherit the permissions granted. 
  3. Bottom-up pipeline targets give the user the ability to adjust top-down targets by capturing bottom-up values. View/edit permissions can be granted at the department/portfolio level in user permissions. Targets for all benefit types will inherit the permissions granted.

Note that the above permissions are only available if the new user management module has been enabled. 

If the new user management module is not yet enabled, permissions work as follows:

  • Edit Pipeline Targets will allow the user to view/edit the financial pipeline targets and this type will be available for selection on the top-down/bottom-up target screens. 
  • Edit Pipeline Non-Financial Targets allow the user to view/edit the non-financial pipeline targets. If not enabled, the benefit type selection will not be available since only financial targets can be accessed.