Admin
Maintains reference data, access and configuration for the finance team.
Can
- Manage Organizations, team members, Users, forecast drivers
- View Plans, plan lines, forecast versions, accounting periods, operation receipts
- Financial Planning & Analysis
- Roles and access
Who can do what in Financial Planning & Analysis
Assign plan, period, document and review work to the right people.
How permissions work
Record ownership
Assign plans, forecast versions, documents and periods to a team member and organization.
Decision authority
Finance Leader uses the plan approval action. Period Owner advances accounting periods after checking their documents.
Evidence access
Reviewer reads decisions, attachments and operation results to explain exceptions.
Who can do what
| Role | Plans and cost centers | Budget versus actual | Forecast drivers | Forecast versions | Plan review | Accounting periods | Documents and cash | Review evidence |
|---|---|---|---|---|---|---|---|---|
| Admin | Edit | View | Edit | Edit | View | Edit | — | Edit |
| FP&A Planner | Edit | Edit | View | Edit | Edit | View | — | View |
| Finance Leader | Approve | Approve | — | View | Approve | View | — | Edit |
| Period Owner | — | — | View | — | View | Approve | View | View |
| Billing Operations | — | — | Edit | Edit | — | View | Edit | — |
| Collections Analyst | — | — | — | View | — | View | Edit | — |
| Reviewer | View | View | — | View | Edit | View | View | Edit |
Each role in detail
FP&A Planner
Owns plan preparation and cost center variance review.
Can
- Manage Plans, plan lines, forecast versions
- View forecast drivers, Organizations, team members, review decisions
Starts on: Plan Period Schedule
Finance Leader
Decides whether a plan in review can become approved.
Can
- Manage review decisions
- View Plans, plan lines, forecast versions, accounting periods, operation receipts
Reviews and approves
- Approve Plans
Starts on: Plan Period Schedule
Period Owner
Validates and posts accounting periods after reviewing their documents.
Can
- Manage accounting periods
- View accounting documents, document lines, operation receipts, review decisions
Reviews and approves
- Approve accounting periods
Starts on: Draft Documents Pending Issue
Billing Operations
Maintains accounting documents and the lines linked to forecasts.
Can
- Manage accounting documents, document lines, business partners
- View accounting periods, forecast versions, cash receipts
Starts on: Draft Documents Pending Issue
Collections Analyst
Records and reconciles cash receipts against accounting documents.
Can
- Manage cash receipts
- View accounting documents, business partners, accounting periods
Starts on: Failed Cash Receipts
Reviewer
Inspects recorded decisions, attachments and operation outcomes.
Can
- Manage review decisions, record attachments
- View Plans, forecast versions, accounting periods, accounting documents, operation receipts
Starts on: Accounting Periods Open for Review
Set up Financial Planning & Analysis your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.