How to prohibit to make changes of planned data

[Former Member]

Hi, folk!

I've faced with the following issue. After complete monthly planning process I have to prohibit to make any changes for all users for current month and year. But at the same time I have to left permission to make any changes for 2-3 users with role Financial Director.

Please give me advice, how to implement mentioned functionality?

Of course, I can revoke permission to start corresponded planning folders, but... To start planning process for the next month I have to grant mentioned permissions.

[Former Member · Accepted solution]

Hi,

I think you could have two different layouts on the same Planning level

1. for users with the Financial director role

2. other users

For the other users the you can make the current month and year as a "Comparison column" so that they are not able to change the same but view it.

For the users with the Financial director role the same could be enterable.

Further you could attach the layouts to the relevant folders.

Hope it helps.

Cheers

Anurag

[Ashwin]

Hi!

I think you can create the DATA SLICE and lock them, give unlock permissions only for the selected group.

hope it helps

with regards

ashwin

[Former Member]

Hi, Ashwin

Thanks a lot for advice, but as I understand when we unlock this slice (user with permissions unlock this slice), all users get ability to make changes. Am I right?

What do you think about following approach. I create authorization object, which includes two chars (month and year) and operation. When I want to permit or prohibit changes I just change corresponded values for this auth object.

Thanks,

Dmitry

[Former Member]

Hi,

I think one of the solutions to this problem might be to use a data slice and to control the locked values for the time characteristic representing the period with a variable.

If you use a variable of type 'user defined values', you can decide that the closed periods are controled by user. Each month you will have to reload the new values of the closed periods by user. You could do this using a flat file upload (see how to guide). However this solution might be quite heavy to maintain.

A beter solution could be to use a variable of type exit to control this. It could lock different periods by user depending on an attribute of the user for example.

Hope this helps,

Regards,

Olivier Maghe

[Ashwin]

Hi!

I dont think it is good to use authorizaiton for this purpose because you have to change them very often. It is a standard practice to use the Dataslices with the userexit variables.

with regards

ashwin

[Former Member]

Thanks a lot for advice and clarification!

[Ashwin]

Hi!

I think you can create the DATA SLICE and lock them, give unloack permissions only for the selected group.

hope it helps

with regards

ashwin