Managing Balances

The Balances list page displays a list of balances in your current company and view. You can view detailed balance information from this page and access other related information.

  • Click Balance to view the balance detail.
  • Click Edit next to any balance to edit the balance. For more information, see Editing Balances.
  • Choose a predefined view from the drop-down list to select the records to display. Alternatively, you can select Create New View to define your list view.
  • Click Printable View to display the current list view in a ready format for printing.
  • Click New to create a balance. For more information, see Creating a Balance.
  • Click any column heading to sort the records using that column's data.

See “Viewing Custom Object Lists” in the Salesforce Help for more information on using list views.

To update a balance, click | Edit and change the fields you want to update. When you have finished, click Save. You can also click Save & New to save the current folder and immediately create another.

For a complete description of the standard fields that make up a balance, see Balances Fields.

To delete a balance that you no longer need:

  1. Once you have located the balance you want to delete on the home or list pages, click its name to display its detail page.
  2. Click | Delete. A warning message is displayed.
  3. Click Delete to confirm the deletion. The record gets deleted.

You can clone one or more balances and associate them to an existing folder.

To clone an existing folder,

  1. Once you have located the balance, you want to clone it on the home detail or related pages.
  2. Click Clone and update the fields you want to change.
  3. When you have finished, click Save to save the changes to clone the balance.
  4. Click Save & New to save the current balance and immediately create another.

Using the Data Import Wizard, you can easily import an external balance into a FinancialForce Planning org. For more information on how to import data using wizard, see the Salesforce Help.

If you have the privileges to do so, you can grant users access to balances:

  • Permission Sets. These control access to Budgeting fields, Visualforce pages, Apex classes, and Objects.
  • User profiles. These control access to Budgeting fields, Visualforce pages, Apex classes, and Objects. For more information, see the Salesforce Help.
  • Budgeting Apps. These control access to Budget tabs.
  • Salesforce Role Hierarchy, Org-wide Sharing Model, and or Sharing Rules. These control access to balance records.

To grant users access to balances:

  1. To grant user access to balance, click | Sharing.
  2. Select the user that you want to give access to using the lookup.
  3. Choose the balance access level from the drop-down. For example, None, Read Only, or Read/Write.
  4. Click Edit to view the user details and sharing hierarchy. For more information, see Viewing Sharing Hierarchy.
  5. Click Save to save the sharing information.

To view the user access sharing hierarchy:

  1. From the Balances home page or list, select and click the balance you want to view the sharing hierarchy.
  2. Click | Sharing Hierarchy. The All Users page displays the list of all users with balance and user access details.
  3. Click the View link from the user access details column and view the reason for access, user relationship with balances, and access details.