Configure project controls and decision authority
Establish explicit project-control capabilities and versioned finance and approval policies without changing identity or Kenta subscription billing.
Current Revision 3 Reviewed Oct 26, 2026
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Before you beginCurrent capability and authorityClearly labeled synthetic exampleInputs and terminologyProcedureVerify the resultWhat happens nextTroubleshootingBefore you begin#
- An active organization membership, Kenta entitlement and authorized project membership.
- Initialization additionally requires the organization-administrator and project-manager combination; later configuration requires control_admin.
Current capability and authority#
Establish explicit project-control capabilities and versioned finance and approval policies without changing identity or Kenta subscription billing.
Clearly labeled synthetic example#
Synthetic project NC-P2 assigns cost reading to its cost manager and contract approval to its procurement director. Initializing controls administration alone grants neither capability.
Inputs and terminology#
| Term | Meaning |
|---|---|
| Control administration | Authority to configure this project; it does not implicitly grant cost reading or approval capabilities. |
| Reporting currency | The approved currency basis for this project; retained rates explain foreign-currency conversions. |
Procedure#
Open Controls settings
Check the organization and project before opening Controls settings. If offered, review the initialization basis and choose Initialize controls administration. This grants only control_admin.
Assign explicit capabilities
Open Access and authority and choose Grant or revoke authority. Select the project member, exact capability and decision, then explain the authority basis. Review before saving.
Configure finance
Open Financial policy and configure reporting currency, recognition, tax, timezone and source ownership. Add a dated, versioned rate for each needed currency. Save the reviewed revision.
Create periods and workflows
Create the applicable open accounting periods. In Approval workflows, select each required technical, contract, budget or schedule route, named reviewers, amount thresholds, evidence count and separation of duties.
Publish the reviewed workflow
Submit the draft configuration, then Publish configuration. Check named reviewers and their current capability before publication; decision and finalization commands revalidate authority. New proposals select an exact published version; existing proposals retain their prior version.
Verify the result#
Settings survive reload with retained revisions and accountable owners. Capabilities are visible individually.
What happens next#
These settings do not establish an external accounting connection, change an identity role or alter a software subscription.
Customer finance/legal owners must approve actual recognition, tax, contractual thresholds and delegation rules before operational use.