Dimension Security Configuration

Navigate to Maintenance > Reports > Dimension Security. Click the Dimension Security Configuration tab.

Select the Copy Scenario Security to Report Security checkbox when you want to apply scenario security (defined on the Scenario Access page) to report security so that each user has access to view specific scenarios in the Reporting module.

Select the reporting area to secure dimensions.

If you selected the Sales reporting area, A checkbox appears. Select the Copy Sales Entity Security to Report Security checkbox to allow Planful to copy all sales entity security data to report security data.

If you selected the Financial reporting area. A checkbox appears. Select the Copy Budget Entity Security to Report Security checkbox to allow Planful to copy all budget entity security data to report security data. This is for the Planning module.

Select the dimensions you want to secure by clicking the Secure checkbox. This activates dimension security so that you can apply it to users on the Dimension Security Setup page.