Draft Data

Owned by CXOS (Unlicensed)
Last updated: Feb 05, 2015 by Andy Heller (Deactivated)
2 min read

Introduction

When a user is allowed to view Draft Data, the user is able to view data in future periods. This functionality gives selected users the ability to analyze data prior to final issuance for normal use.

CONTENT

User setting

Choose Permission for Draft Data in User Maintenance to allow a user to view Draft Data.

The following table details what data users are allowed to see based on the 3 Permission values.

Permission

NoPermission

LimitedPermission

All periods and All years

Up to Current period and Current year

Up to Draft period and Draft Year

To maintain the current and draft period you go to Maintain Variables in the Report Administration Ribbon.

The Variables are @PER_current and @PER_draft in conjunction with @YER_current and @YER_draft. You can set these per application.

Override per Report

Additionally the Draft Data restriction for users with NoPermission or LimitedPermission can be disabled per report (it is on by default). This feature can be used for reports with Forecast and/or Budget data where the user should be allowed to select future periods.

Example

If a user has NoPermission to view Draft Data and the @PER_draft variable is configured as shown above then the Point of View bar would look like this: