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To define ChartField security for the Actual vs Budgeted pagelet, use the ChartField Pagelet Security
component (GL_PE_CF_SEC_COMP).
This section discusses how to:
• Apply ChartField security for actual versus budgeted information.
• View actual versus budgeted information.
• Personalize the actual versus budget view.
• Compare ledger details.
Compare Across INQ_COMPARE_PNL Click an account on the Actual Specify the ledger data you
Ledgers vs Budgeted pagelet. want to compare by period
and view comparison results.
For example, the following table contains ChartField values for department IDs and operating units
that are associated with a specific user ID. Prior to applying ChartField pagelet security, you may want
to create a similar table as an implementation guide, noting all user IDs in your organization that
require pagelet access and their associated department IDs and operating units.
When you set up security for pagelet data, users can use only the specified department IDs and
operating units ChartField values. This limitation enables you to exercise specific controls over the
data that a user sees on the pagelet. However, the security that you set up on the ChartField Pagelet
Security page applies only to the Actual vs Budgeted pagelet data and not to the General Ledger that
provides data to the pagelet.
Pagelet security is separate from application security. Once a user accesses an application page, that
user uses the security that is set up for the application and associated ChartField Security.
See Using Roles and Permission Lists for the PeopleSoft Financials Portal Pack.
See Understanding ChartField Security.