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Can we make the actual values on the budget non-editable ?

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Sandeep K
Trusted Contributor.

Can we make the actual values on the budget non-editable ?

Hello All-

We have developed a custom integration where the budget actuals for a project are imported from an external system.
Meaning, the workplan actuals are not rolled into the budget but the project budget actual values are updated via backend through custom code.
This interface is working perfectly fine.

The issue is that in order to do so, the Cost and effort policy on the project is set to "Manually Enter Actuals".
Now this opens up the possibility of the Project Manager to change the actual values that have been imported.
Is there any way to lock down or make the budget actual values non-editable ?
Note:- We still want the Project Manager to be able to enter the planned budget.

We are on v7.1 SP 8.

Thanks much.

Sandeep.
8 REPLIES
Jyotir ++
Super Contributor.

Re: Can we make the actual values on the budget non-editable ?

Hi Sandeep,

As per my understanding you want to restrict PM to edit Actuals but if required in any case PM can change the Actual values.

1.Restrict PM editing Actuals.
2.Create Request Type and Workflow system which will help PM or stakeholders to edit the actuals.
3.Call update budget webservices in WF.

4.You can set proper security on individual steps by which you can track budget editing request.

I think this would be quite long time process but transpancy will be there in process.

Hope this will help you.

Regards,
Jyotir
Semenov Alexand
Acclaimed Contributor.

Re: Can we make the actual values on the budget non-editable ?

Good Day.
Also you can set security for budget.
Sandeep K
Trusted Contributor.

Re: Can we make the actual values on the budget non-editable ?

Thanks for your replies.
Sorry if I am being unclear.

We want the Project Managers to have edit access only for the Plan values on budget and not on the actual values.

All kinds of security on the budget either gives them edit access to both Plan and Actual or neither.

Sangiliraja_1
Honored Contributor.

Re: Can we make the actual values on the budget non-editable ?

Hi Sandeep,

Even i am also looking for the same functionality and i got to talk to HP for the same. SR doest work and they told it is not there in PPM as of now. But one of HP expertise person told me it can be done. I am not sure may be it is included in future versions of PPM.

I am limiting the users to update the actuals using triggers in DB as of now.

Thanks
Sangiliraja.P
Sandeep K
Trusted Contributor.

Re: Can we make the actual values on the budget non-editable ?

Hi Sangiliraja,

Would it possible for you to share how you have achieved this by using triggers ?
Sangiliraja_1
Honored Contributor.

Re: Can we make the actual values on the budget non-editable ?

Hi Sandeep,

Please share your mail id and i will send more information on it and even the triggers.

Thanks
Sangiliraja.P
Sandeep K
Trusted Contributor.

Re: Can we make the actual values on the budget non-editable ?

Sure it is skyhappypal@gmail.com
Sangiliraja_1
Honored Contributor.

Re: Can we make the actual values on the budget non-editable ?

U got it?