SECTIONSAccess Rule Examples
The following example
Acme Company - Managed Services-Project Part 1Example 1: Close a Time Period for All Users
When the period 01 for year 2027 is closed, you want to prevent all users from making further adjustments to it. You can create an access rule for closed 2027 time periods.
The Example 1 Access Rule Details and Example 1 Dimension Value Conditions tables detail the access rule and dimension value condition values to apply.
| Field | Value |
|---|---|
| Access Rule Name | 2027 Closed Time Periods |
| Description | Prevents all users from making adjustments to the 2027 closed time periods. |
| Access Level | "Read-Only" |
| Dimension | Operator | Value |
|---|---|---|
| Time Period End Date (Year) | "Equals" | 2027 |
| Time Period End Date (Month) | "Equals" | 01 |
The AND logical operator is applied between the dimension value conditions.
At the end of each period, you can edit the Time Period End Date (Month) dimension value condition to add the newly closed period.
This rule does not have any measure or user conditions.
In Project Forecast Example, this rule prevents all users from making adjustments to any values in month 01 of year 2027.
Example 2: Prevent Project Managers and Services Leader from Adjusting Actuals
You want project managers and services leaders to only be able to make adjustments to forecasted values. They must not adjust actual values.
The Example 2 Access Rule Details, Example 2 Dimension Value Conditions, and Example 2 User Conditions tables detail the access rule, dimension value condition, and user condition values to apply.
| Dimension | Operator | Value |
|---|---|---|
| Actuals/Forecast | "Equals" | Actuals |
This rule does not have any measure conditions.
| Type | Operator | Value |
|---|---|---|
| User | "Equals" |
Jamie Smith Taylor Johnson Billie Williams |
In Project Forecast Example, this rule prevents Jamie Smith, Taylor Johnson, and Billie Williams from making adjustments to actual rows.