In This Article
UI available for Cashflow Forecast Permissions
Overview
In order for a user to enter or override cashflow forecast values in Idea Cashflows, normal Idea permissions are required. These permissions are specified below.
Idea Permissions Applicable
Users with the following permissions are authorized to import cashflow forecast values:
- User is the Idea Owner
- User is the Facilitator of the Idea.
- User has access to the Idea.
UI available for Cashflow Forecast Permissions
1. Users with permissions to import cashflow forecast data, will have the Import button available when accessing the Idea Cashflow section. (for more information on the Idea Cashflow, please see this article: Idea Cashflow).
2. Users will also find the option to make use of the forecast cashflow template when navigating to the Imports/Exports module (for more information on the Cashflow Forecast Data Template Import, please see the following article: Cashflow Forecast Data Import)