> Adding Authorized Users to Projects

Add authorized users to projects on the Budgets tab of the Projects form (JMPROJ). When you add an authorized user for a project, the user can create purchase requisitions and purchase orders for the selected project based on their group-level permissions. Group-level permissions are set on the User groups form (BMGROU).

   If you do not add any users to a project, then any user with the appropriate group-level permissions can create purchase requisitions and purchase orders for the project.

You can also retrieve all users set up as buyers to the project to enable them to create and approve purchase requisitions and purchase orders for a project. You can set up users as buyers on the Users form (BMUSER).

When adding authorized users to projects, select Approver for the user to enable them to approve purchase requisitions and purchase orders for the project. A user can only approve purchase requisitions and purchase orders for the project if you have selected Approver for the user, and if the user has the proper authorizations set on the Status change authorization form (BNAUTH).

   If you do not select any users as approvers for the project, then any user with the proper authorization granted on the Status change authorization form (BNAUTH) can approve purchase requisitions and purchase orders for the project.

Additionally, if the user has been granted proper authorization on the Status change authorization form (BNAUTH), selecting Approver for a user also enables them to create, update, and delete budget code information on the Budgets tab of the Projects form (JMPROJ).

Follow these steps to add authorized users to projects.

  1. Open the Projects form (JMPROJ).

  2. Query for the project for which to add authorized users.

  3. Click the User authorization tab. Datastream 7i displays the User authorization page.

  4. User—Click to select the user group to add as an authorized user for the project.

  5. Approver—Select to indicate that the authorized user can approve purchase requisitions and purchase orders for the project.

   Click Add buyers. Datastream 7i retrieves all users set up as buyers and automatically selects Approver for each buyer. You can unselect Approver for each buyer as necessary.