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Disable Financial Planning rows

Former Member
0 Kudos

Hi,

Is it possible to grey out (disable) the Financial View rows from Initiative Dashboard ?.

The users should not edit the financial values from Initiative level, hence need to grey this out.

Thanks in advance.

Regards,

Karthik

Accepted Solutions (0)

Answers (2)

Answers (2)

Former Member
0 Kudos

Hi,

It can be done by doing following setting in IMG:

Portfolio Management->Global Customizing->Portfolio-Independent Settings->Define Financial and Capacity Views->Define Financial View

Here,select the view which you need to make readonly.Now, check the checkbox for Initiative and make Initiative Process as 'Rollup'.Now, the particular view would be readonly and the user wouldnot be able to edit it.The values would be rolled up from the initiative , if any.

In case, you wish to hide the view from the Initiative Financial Planning screen, then you can uncheck the checkbox for 'Initiative'.

Regards,

Dolly

mariano_sabiche
Active Participant
0 Kudos

Hi karthikeyan;

Can you test to grey this Financial view with the autorization?

Check this: SPRO --> SAP Portfolio and Project Management --> Global Customizing --> Process and Service Settings --> Navigation Settings --> "Define Authorizations for Detail Screen Views/Subviews"

Hope this help you,

Best regards,

Mariano