Systems administrator. Owns configuration, integration health, the Drivers and driver formulas master, and the budget cycles calendar. Not the day-to-day budget operator.
Can
Configure authorized draft records and integrations
No direct mutation of posted snapshots, approvals or historical evidence
Manage RBAC and role assignments
Configure Drivers, driver formulas, budget entities hierarchy, the budget cycles calendar (fiscal year, fiscal start date, fiscal end date), and the materiality threshold per Account
Configure outbound to BI tools and the document store
View the full assumptions log
corrections require a new reviewed revision, including under audited emergency access
Reviews and approves
Approve mid-Cycle Driver / Formula changes
Can't
Approve a budget version (CFO gate) and cannot edit a Locked budget version or a Closed budget cycle
CFO
Owns Targets, signs off the final budget version, reviews and approves board packs. The named approver at the top of the budget-approval chain.
Can
CRUD on Targets (sets the top-down goalposts)
Read on every budget cycles, budget versions, budget lines, Drivers, driver values, driver formulas, Scenarios, what if runs, rolling forecasts, rolling forecast submissions, forecast adjustments, variance analyses, flux comments, Commitments, budget transfers, Approvals, assumptions log org-wide
Append flux comments with author role: CFO on any material variance
Prepare own draft forecast adjustments allocated to explicit entity/account cells before the forecast is published
Reviews and approves
Approve budget versions at the CFO step (Status: In review → Approved)
Approve budget transfers above a configured threshold
Approve board packs (Status: In review → Approved)
Can't
Edit Drivers / driver formulas master (Admin gate) and cannot post to the GL (Finance / Accounting)
Starts on: Active Scenarios
FP&A Director
Designs each budget cycle, manages Versions through the cycle, runs Scenarios, owns the rolling forecasts, builds board packs. The day-to-day owner of the planning workbench.
Can
CRUD on budget cycles, budget versions (create new Version, advance Status, lock), budget lines org-wide (only in authorized Draft Versions), Scenarios, what if runs, rolling forecasts, forecast adjustments, board packs (Status: Draft → Generated → in review)
Read on Targets, Drivers, driver formulas, rolling forecast submissions, Commitments, Approvals, assumptions log
Append flux comments with author role: FPA director
Reviews and approves
Approve budget versions at the FP&A Director step
Approve budget transfers up to threshold (above goes to CFO)
Accept rolling forecast submissions after the Analyst review (Status: FPA reviewed → Accepted)
Can't
Edit Drivers / driver formulas master (Admin), set Targets (CFO), or approve final budget versions (CFO)
Starts on: Active Scenarios
FP&A Analyst
Operational role. Loads Actuals, runs and reviews variance analyses, prepares flux comments, supports Cost-Center Heads through the submission cycle, drafts board packs for Director review.
Can
Prepare and validate unpublished Actual and Forecast batches through the controlled workflows
Maintain variance explanations, never manually set computed results or reviewer decisions
Edit draft driver values within the current editable Version
Trigger actuals-load-from-gl, variance-recompute, forecast-recompute, and driver-update-cascade workflows manually
Read on budget cycles, budget versions, Drivers, driver formulas, Scenarios, what if runs, rolling forecasts, rolling forecast submissions, forecast adjustments, Targets, Commitments, budget transfers, Approvals, assumptions log
Append flux comments with author role: FPA analyst
Records the assigned Analyst review in Approvals
Reviews and approves
Review rolling forecast submissions (Status: Submitted → FPA reviewed)
Can't
Edit published snapshots
Give final approval to budget versions, edit Drivers / driver formulas master, set Targets, or modify a Locked budget version
Starts on: Active Scenarios
Cost-Center Head
Department / cost-center owner. Submits own Entity’s budget lines (Type: Budget) during the cycle, defends Variance each month with flux comments, requests budget transfers.
Can
CRUD on budget versions of own owner entity while Status: Draft — submit flips to Status: Submitted
CRUD on budget lines of Type: Budget and Type: Forecast within own Version’s draft / submission window where budget line entity = own Entity OR entity parent = own Entity (covers the sub-cost-center hierarchy under the head)
CRUD on rolling forecast submissions where Entity = own Entity while Status: Draft → Submitted
CRUD on own budget transfers (Submit only — approval routes to FP&A Director / CFO)
Append flux comments with author role: Cost center head on variance analyses where Entity = own
Read on Targets for own Entity, Drivers (catalog), driver values for own Entity, driver formulas, Scenarios shared with own Entity, Commitments for own Entity, Approvals on own Versions
Can't
Edit budget lines of Type: Actual, see other Entities’ budget line amount, set Targets, edit Drivers / driver formulas master, or approve own budget version
Starts on: Open Commitments by Entity
Manager
Line-of-business manager with scope limited to inputs that feed budget — headcount asks, capex requests, vendor cost estimates for own org. Sees aggregate own-org budget but no peer detail.
Can
Read on budget entities for own org
Propose draft driver values of driver category IN (Workforce, Productivity) for own org’s Entity (e.g. proposes Headcount ask for next period)
Read aggregate budget lines of Type: Budget for own org Entity (own Entity totals only)
Read Drivers catalog
Read Targets for own org
Append flux comments with author role: Cost center head (acting on behalf of the Cost-Center Head) only when explicitly delegated on a variance analysis row
Can't
Edit budget lines directly, see peer-org budgets, or approve any step
Executive Reader
Read-only access to board packs, top-line dashboards, and the approved budget version summary. Used by board members and exec staff.
Can
Read on board packs (Status: Approved or Distributed only), the top-line budget versions summary fields (total revenue, total op ex, EBITDA — no per-line breakdown), Targets org-wide, rolling forecasts summary, and the org-level variance analyses rollup
Can't
Read budget lines per-cell, driver values, flux comments, assumptions log, or any draft / unapproved artifact
Starts on: Planning Targets
Auditor
Read-only with full assumptions log access for compliance and internal-audit work. Includes draft and approved artifacts.
Can
Read on every table including assumptions log (full audit trail), Approvals (full approval history), budget transfers (including drafts and rejections), prior superseded budget versions, and all Scenarios lineage
no approval rights
Can't
Edit anything
Delete
Starts on: Published Board Packs
Set up Budgeting & Forecasting your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.
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