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The Cost control workspace is a central point where managers can view the performance of their cost objects. This workspace lets managers consume Cost accounting data even though they aren't cost accountants. For security reasons, managers should only see the Cost accounting data that relates to the specific cost objects that they're responsible for.
Cost accounting has four unique roles.
| Role name | License |
|---|---|
| Cost accounting manager | Activity |
| Cost accountant | Operations |
| Cost accountant clerk | Operations |
| Cost object controller | Team members |
This article explains how to assign the Cost object controller role to a manager.
When you assign the Cost object controller role to a manager, the manager can perform the following tasks:
Access the Cost control workspace (in the client).
- Drill through and have view access to the pages that support the drill-through experience.
Access the Cost control workspace (in the mobile application).
Note
The Cost object controller role doesn't control which cost objects the user can access and view data for. Row-level security is provided via dimension hierarchies and the Access list hierarchy.
Grant access rights
The following example shows what a dimension hierarchy can look like.
Dimension hierarchy details
| Dimension hierarchy name | Dimension | Dimension hierarchy type name | Access list hierarchy |
|---|---|---|---|
| Organization | Cost centers | Dimension classification hierarchy | Yes |
Use the Users FastTab in the hierarchy designer to add one or more user IDs on each node.
| Nodes | Users | From dimension member | To dimension member |
|---|---|---|---|
| Organization | Benjamin, Claire | ||
| Admin | April | ||
| Finance | Alicia | CC002 | CC003 |
| CC007 | CC007 | ||
| HR | Arnie | CC001 | CC001 |
| Production | David | ||
| Packaging | Ellen | CC005 | CC005 |
| Assembly | Chris | CC006 | CC006 |
Note
Assign cost accountants to the top level of the hierarchy, so they can see all entries in Cost accounting.
Before you can apply the Access list hierarchy and its security settings, set the Enable view access for cost object dimension members option to Yes on the General tab of the Cost accounting parameters page (Cost accounting > Setup > Parameters).
Use the settings for the Access list hierarchy to control the data that is shown in the following areas:
Cost control workspace (in the client):
- Data on the pages that are used for drill-through
Cost control workspace (in the mobile application):
- Balances in cards
Microsoft Power BI:
- Data that is shown in Power BI visualizations
- Data in Power BI visualizations that are embedded in the Dynamics 365 Finance client
Important
- Before the Access list hierarchy can affect data in Power BI, you must pair the Access list hierarchy with row-level security in Power BI. For more information, see Set up security for Cost accounting content pack.
- This article shows the prerequisites that must be in place before you can use the Cost control workspace.
Additional resources