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Protecting Account Lines (Work and Cost-Center Financial Planning Only)

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You are viewing content for Planview Enterprise One release – Portfolio and Resource Management.

Why Protect Account Lines?

Protect specific account lines from being overwritten to prevent work or cost-center loads from updating those lines. This protection is based on line attribute values that you select.

Protect Account Lines of a Work or Cost-Center Financial-Planning Model

To protect account lines of a work or cost-center financial-planning model:

  1. On the relevant model's row, click the action menu > Configure Accounts.

  2. In the Use Account column, select the check boxes of the lines you want to protect.

  3. On each row relevant to a line you want to protect, set the Line Definition column's value to Required or Optional.

  4. If you made any changes in steps 5 or 6, click Save.

  5. In the Line Attributes column, click  on the row relevant to the line you want to protect.

    A list of attributes that you can use to protect the line is displayed on the Configure Line Attributes screen.

               

    example list of attributes a line's protection can be based on

    Example list of attributes on which you can base a line's protection on

               

               

    TIP

               

  6. For each attribute you want to base the line's protection on, repeat the following steps:

    1. On the attribute's relevant row, select the check box in the Use Attribute column.

    2. On the same row, click  in the Protect Attribute Values column.

    3. Click Add Value, and then use the Data Picker to  select the appropriate values.

                 

      Values to Protect from Load - example screen in Protecting Account Lines (Work and Cost-Center Financial Planning Only).png

      Example of the Values to Protect from Load screen

                 

                 

      TIP

      If you later decide you want to remove protection for a particular value, click the action menu > Delete Value on the relevant row. Then click click Yes.

                 

    4. Click Save & Close.

           

Prerequisites (Why can't I protect lines of a financial-planning account?)

If you can't protect lines of the accounts used for a wok or cost center financial-planning model, ensure that the following prerequisites are met.

User Role Features

The following feature must be enabled on your user role.

Enabled Global or System Options

Grants

  • None

Additional Prerequisites