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This guide provides information related to setting up user views to limit access to desired budget units (key organizations) and accounts. 

There are multiple ways to get to User Views one way is System Administration→ Security→ User Views

Every user must have all 6 views. 

  • Account - view used in FAM for the Account
  • Budget Account - view used in Budget Prep for the Account
  • Budget Organization - view used in Budget Prep for the Organization (budget units)
  • Organization - view used in FAM for the Organization (budget units)
  • Budget Project - view used in Budget Prep for the Project (not used in Ohio at this time but is still a required view)
  • Project - view used in FAM for the Project (not used in Ohio at this time but is still a required view)


To see everything in a particular view you must enter a space then 1=1.



Field Names

Organization Chart Views

Field Name

Description

fund

FUND/SCC

orgn1

FUNCTION

orgn2

SUBJECT

orgn3

OPU

orgn4

INST LEVEL

orgn5

JOB

orgn6

BUDGET UNIT


Account Views

Field Name

Description

acct

ACCOUNT


Operators

Operator

Description

Usage

=

Equal to

fund = '0010000'

BETWEEN

Between and inclusive range

fund BETWEEN '0010000' AND '0018999'

LIKE

Match a character pattern

fund LIKE '001%'

IN

Equal to one of multiple possible values listed

fund IN ('0010000', '0060000', '0140000)

< > or !=

Not equal to

fund <> '0010000' OR fund != '0010000'

IS NOT

When combined with other operators, negates the condition stated.

fund IS NOT BETWEEN '0060000' AND '0069999'fund IS NOT LIKE '001%'fund IS NOT IN ('0010000', '0160000', '0250000')


Example Organization Chart Views

Description

View Text

View all budget units. Note: There is a single space before the 1=1.

1=1

View all budget units in general fund except those with an OPU of 002 and 003.

fund='0010000' AND orgn3 NOT IN ('002', '003')

View all budget units in general fund with an OPU of 001, excluding those with 11xx function codes.

fund='0010000' AND orgn3='001' AND orgn1 NOT LIKE '11%'

View all budget units in general fund which match one of the following criteria:

  1. Function = 1310 and OPU is either 000, 110, 193, 195, 196, 198, 800 or 801.
  2. Function = 1311 and OPU is either 336, 337, 341, 342, 667 or 668.
  3. Function = 1313 and OPU is either 616, 617, 651, 656, 657, 658, 694 or 695.

fund = '0010000' AND
((orgn1 = '1310' AND orgn3 IN ('000','110','193','195','196','198','800','801') OR
(orgn1 = '1311' AND orgn3 IN ('336','337','341','342','667','668')) OR
(orgn1 = '1313' AND orgn3 IN ('616','617','651','656','657','658','694','696')))



Example Account Views

Description

View Text

View all accounts. Note: There is a single space before the 1=1.

1=1

View all account except those beginning with 1 or 2.

acct not like '1%' and acct not like '2%'

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