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Planview Customer Success Center

Transfer project budgets, to work around the budget access restrictions (2012)

Question:
System administrators who have access to projects and have all the necessary project and budget features (edit/create/delete... etc) are not able to access a project budget, if the access to the budget is restricted. Is it possible to transfer the budget or budget access rights to another user?


Answer:
Unfortunately it is not possible to transfer a project budget to another user.

The project plan editor (who initially configured the access restrictions for the budget) can add System Administrators to the access list, or remove the access restrictions from the budget.

A Report Designer report on Budget Details provider can be created to find out the resource who created and/or edited a specific budget. As a quick solution the query below can be used to find out who modified the budget of a specific project:

select p.Name 'Project', m.BudgetName 'Budget', r.name 'Resource' from resources r (nolock), budget m (nolock), project p (nolock)
where r.ResourceId = m.UpdatedBy and p.ProjectId=m.ProjectId and m.Deleted=0 and p.Deleted=0
and p.name like 'projectname%'
Order By 1