Feature Access Rules

A feature access rule determines which forecast features specific users can use. You select which features the rule allows and the users the rule applies to. The corresponding actions are then hidden or disabled for those users.

Use feature access rules to tailor the experience for users who only need to perform a subset of actions. For example, you can prevent users from creating new scenarios, restrict who can send forecasts to Analytics, or hide formula-editing features from users who only enter cell values.

Controlling Feature Access using Access Rules

If no feature access rule applies to a user, that user can use all features granted to them by profiles, permission sets, and sharing.

If one or more feature access rules apply to a user, the rules are evaluated using a least-restrictive approach. If at least one of those rules grants a feature, the user can use that feature. This means that adding an additional feature access rule for a user can only grant more access, not less.

Note:

Feature access rules are evaluated alongside Salesforce profile, permission sets, and sharing permissions, as well as, cell access rules. A user must have the relevant Salesforce permissions in addition to any features granted by a feature access rule.

Features

You can use a feature access rule to grant or restrict each of the following features. The feature names and groupings in the Available Feature Permissions match the labels in the Feature Permissions tab on the access rule record page.

Available Feature Permissions

Group	Feature	Description
Adjustments	Deactivate Adjustments	Deactivate existing adjustments to forecast values.
	Make Adjustments	Make adjustments to forecast values.
Analytics	Send Plans to Analytics	Send a single forecast to Analytics from the record page. Note: This does not apply to the mass send process.
	Update Plans from Analytics	Update a single forecast with the latest data from Analytics from the forecast table. Note: This does not apply to the mass update process.
Cell Calculations	Access the Formula Builder Help	Open the formula syntax help from the Formula Builder.
	Change Calculation Cell Display Type for Plans	Change whether the cells with calculations display a visual indicator.
	Reference Other Scenarios using the Formula Builder	Add or edit references to other scenarios in the Formula Builder.
	Use the Formula Builder AI Assistant	Open the AI Assistant from the Formula Builder.
	Use the Formula Builder in Builder Mode	Access builder mode in the Formula Builder to create or edit formulas.
	Use the Formula Builder in Text Mode	Access text mode in the Formula Builder to create or edit formulas.
Cell Comments	Add Cell Comments	Add comments to a cell.
	Delete Cell Comments	Delete existing cell comments.
	Edit Cell Comments	Edit your own cell comments.
	Resolve Comment Threads	Resolve open comment threads on a cell.
	Viewing Cell Comments	View existing cell comment threads.
Measure Pairs	Switch Between Primary and Secondary Measures in Plans	Switch between the project and the corporate currencies in a project forecast.
Plan Creation	Create Blank Plans	Create a new blank forecast in the plan creation wizard.
	Create Plans using the Embedded Plan Component	Create a new forecast using the WorkGrid Embedded Plan plan component on a record page.
Plan Table	Allocate Values	Allocate amounts across forecast cells.
	Copy Cell Ranges and Paste Over Cells	Copy a range of cells and paste their values over other cells.
	Copy Cells and Paste Over Cells	Copy a single cell and paste its value over one or more other cells.
	Delete Columns	Delete columns from the forecast table.
	Delete Rows	Delete multiple rows from the forecast table.
	Drill on Dimension Values	Drill down on dimension values in the forecast table.
	Edit Cell Values	Enter or change the value of a forecast table cell.
	Insert Columns	Insert columns in the forecast table.
	Insert Rows	Insert grid rows or tree rows in the forecast table.
	Reorder Columns	Change the position of a column within a forecast.
	Reorder Rows	Change the position of a row within a forecast
Relationships	Access Child Plans from Relationship Rows	Open a child forecast from a relationship row.
	Create Relationships	Create a new relationship between forecasts.
	Delete Relationships	Delete an existing relationship.
	Edit Relationship Details	Edit the details of a relationship.
	Edit Relationship Filters	Edit the filters used to calculate the values in a relationship row.
	Edit Relationship Hierarchy Visualization Settings	Adjust how the relationship hierarchy is displayed.
	View Relationship Hierarchies	Open the visual representation of the relationship hierarchy for a forecast.
Scenario and Cell History	Restore Historic Cell Values	Restore a cell to a previous value from its history.
	Restore Historic Scenario Values	Restore a scenario to a previous version from its history.
	View Cell History	View the history of changes for a forecast table cell.
	View Scenario History	Open the scenario history view.
Scenarios	Create Scenarios	Create a new scenario.
	Delete Scenarios	Delete an existing scenario.
	Edit Scenario Names	Rename a scenario.
	Lock and Unlock Scenarios	Lock a scenario to prevent further changes or unlock a locked scenario.
	Mark Scenarios as Default	Mark a scenario as the default scenario.
	Switch Between Scenarios	Switch between scenarios in the forecast.
Units of Measure	Apply Units of Measure to Cells	Apply a unit of measure to a cell, column, or row.
	Remove Unit of Measure Standardization in Plans	Restore the original units of measure in a forecast with unit standardization.
	Standardize Units of Measure in Plans	Standardize the units of measure used in a forecast.
XLSX Exports and Imports	Export as XLSX	Export the forecast to an XLSX file.
	Import from XLSX	Import forecast values from an XLSX file.

Default Feature Access Rules

Two feature access rules are created during the Services Forecasting setup process. You can assign them to the relevant users and activate them, or use them as a starting point to create your own feature access rules. For more information, see Services Forecasting Default Feature Access Rules.