hide budget security permissions budget permissions faq Can I hide my budget other employees?

Yes, for sure.  You can give access to the budget to specific individuals, or you can keep it private.

Users can have any one of the following access rights:

  1. Access to all budgets or estimates
  2. Access to only their own budgets or estimates
  3. No access at all

So estimators can have access to estimating, but not the budget.  They will still be using the budget to price their work... they just won't see the breakdown of financials within the budget.

Click here for more information on setting up user permissions

 

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