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Associate Financial department OBS to Role

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  • 1.  Associate Financial department OBS to Role

    Posted 04-15-2016 12:23 PM

    Dear Community,

     

    Do you know if it is possible to associate the financial department OBS to the role?

    In the role configuration page, we can see that the attribute Department OBS exists and we can added it to the role modification page but it doesn't appear after the add

     

    Any idea ?

     

    Thank you in advance



  • 2.  Re: Associate Financial department OBS to Role
    Best Answer

    Posted 04-20-2016 12:22 PM

    Currently, the application does not have the functionality to store a Department / Location OBS Units on the Role profile.

    The Role can be used with either a Department or Location OBS Unit on the Investment Team page by using the 'Staff OBS Unit' field.

    For more information about this, refer to the following community posting

     

    Tuesday Tip: Cost Plans Grouped by Role and Location OBS Unit -OR- Role and Department OBS Unit