User View Setup

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

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: Function = 1310 and OPU is either 000, 110, 193, 195, 196, 198, 800 or 801. Function = 1311 and OPU is either 336, 337, 341, 342, 667 or 668. 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%'