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Understanding Financial Access

Only Plan and Work license types have access to financial information in Workfront. 

Users can be granted administrative access to have further privileges when working with finances.

The table below identifies actions that an administrator assigns to each license type around financial data.

The creator of an object is responsible for sharing the object with others and indicating the type of access they will have through permissions. 

A user with access to add expenses, can always view expenses they add as well as those added by subordinates. Expense managers can view all expenses in the system.

Financial Access by License Type

 

Actions Plan Work Review Request External
Manage Billing Records        
Manage/ View Role Billing and Cost Rates        
Manage/ View User Billing and Cost Rates        
Manage Expenses      
View Finance