Security and Roles

Adaptive Planning

In order to access Adaptive Planning, you must be designated as a Budget Preparer or Salary Preparer and also have the related role. If you are designated as a Budget Preparer on a department, you must also have the Budget Preparer role (FSU_BUD_BUDGET_PREPARER). If you are designated as a Salary Preparer, you must also have the Salary Preparer role (FSU_BUD_SALARY_PREPARER).

To update department designations, please submit Update Existing Department ID Form. To speed up the approval process, please ensure your budget/salary preparer designation is established before requesting the related role.

Below are the associated Financials Department Roles that can be requested through eORR.

  • FSU_BUD_BUDGET_PREPARER - Provides departmental users access to enter annual budget requests and view reports.
  • FSU_BUD_SALARY_PREPARER - Provides departmental users access to manage position budgeting and view reports.

Roles and Descriptions

Role Name Description Requirements
FSU_BUD_BUDGET_PREPARER

This role grants users edit access to various budget-related processes completed within Adaptive Planning such as the annual Operating Budget entry and Carryforward Spending Plans and Reconciliations. The role also grants read-only access to various reports and dashboards throughout the fiscal year.

Additionally, this role grants read-only access to Position Budgeting data by Funding Department ID.

 The user must also have Budget Preparer designations by Department ID in Financials.
FSU_BUD_SALARY_PREPARER This role grants users edit access to various salary-related processes completed within Adaptive Planning such as the Position Budgeting component of the Operating Budget entry and Merit Entry. The role also grants read-only access to position-related reports and dashboards throughout the remainder of the year. The user must also have Salary Preparer designations by Department ID in Financials.
FSU_BUDGET_TRANSFER This role grants users the ability to post budget transfers within OMNI Financials. The user must specify the department and fund ranges needed when requesting the role.
FSU_BUD_DEPT_USER This role is like the FSU_BUD_BUDGET_PREPARER role but provides read-only access for Budget Managers. If a user is both Budget Preparer and Budget Manager, please request only the FSU_BUD_BUDGET_PREPARER role. The user must also have Budget Manager designations by Department ID in Financials.
FSU_BUD_CENTRAL_USER This role is intended only for Central Office users. Please do not request this without the Budget Office's pre-approval. This role is for Central Office users only.
FSU_BUD_APPROVER This role grants VP/DDDHC-level or designated personnel Approver access within Adaptive Planning. This is related only to the annual Operating Budget approval window. Please do not request this without the Budget Office's pre-approval. Must be VP/DDDHC or designated personnel.