Third Step- Security Setup

If you currently have the Planning application implemented, MyPlan uses the security you already have configured for users. This includes dimension security, scenario access, and entity and template security. However, if you do not have the Planning application security configured or want to make changes to security, see the information below. If you do not need this refresher information, please proceed to the next section called User Security Setup- Access to MyPlan Configurations.

Dimension Security Setup

Scenario Security Setup

Template and Entity Security Setup

Dimension Security Setup

MyPlan honors Dimension Security as applied to the Reporting area. Admins must make sure they copy Budget Entity Security to Report Security. The data displayed in MyPlan is filtered based on user privileges on the corresponding dimensions. MyPlan is enabled for the Financial and Workforce Planning Reporting Areas. So, all dimensions are available for those areas in addition to system-defined dimensions like Scenario, Time, and Measure.

To configure Dimension Security:

1. Navigate to Maintenance > Reports > Dimension Security.

2. Click the Dimension Security Configuration tab.

3. 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.

4. Select the Reporting Area to secure dimensions.

5. Selected the Financial Reporting area. A checkbox appears. Select the Copy Budget Entity Security to Report Security checkbox to allow the application to copy all budget entity security data to report security data.

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

To apply Dimension Security to a User:

1. Click on the Dimension Security Setup page and then select a user.

2. Select the Reporting Area to select associated dimensions. Select the Financial option.

3. Once dimensions are displayed, select the dimension members that selected user should have access to from the hierarchy displayed in the right pane. Click Save.

Scenario Security Setup

Provide users with access to the scenarios you want them to view and edit in MyPlan.

To setup Scenario Security by User, please complete the following steps:

1. Access the Scenario Access page by navigating to Maintenance > Administration > User Management.

2. Select a User.

3. Click the More list box and select Scenario Access.

4. Select the checkbox next to the scenario you want the user to have access to. If you want the user to have access to all scenarios, select the Check All box.

5. Click Save to complete the setup.

To set up Scenario Security by Scenario, please complete the following steps:

1. Access the Scenario Access page by navigating to Maintenance > Admin > Scenario Setup.

2. Select a scenario and click the More listbox then select User Access.

3. Select the checkbox next to the users you want to have access to the selected scenario.

4. Click Save to complete the setup.

Entity and Template Security Setup

Templates must be mapped to scenarios and entities so that users can access them in MyPlan. Remember the goal is to have templates specific for MyPlan Only users. The below step is a refresher on how to map new templates to budget entities, secured by scenarios.

To map a template to a scenario:

1. Navigate to Maintenance > Templates > Template Setup.

2. Select the scenario you want to map the template to.

3. Click the Mappings list-box and select Template Mapping.

4. On the Template Mapping page, select the MyPlan only templates you want to add to the scenario and click Save.

   Note:

   Scenarios must be forwarded to make them available for template mapping.

To map a template to an entity:

1. Navigate to Maintenance > Templates > Template Setup.

2. Select the Scenario.

3. Click the Mappings list-box and select Entity Mapping.

4. Select the template you want to map on the Entity Mapping page.

5. Select the entities you want to map the template to in the left pane, click the forward arrow, and the entity will display in the right pane called Mapped Entities.

6. Click Save.