Skip to main content
Planview Customer Success Center

How to transfer a project budget to someone else with access restrictions?

It is not possible to transfer a project budget to another user.

The project plan editor who configured the access restrictions in 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