Setting Up Project GL Reconciliation Security for PeopleSoft

Project Analytics supports security using Ledger dimension in Project GL Recon.

The following BI Duty Roles are applicable to the Project GL Recon subject area.

  • OBIA_PSFT_PROJECT_EXECUTIVE_ANALYSIS_DUTY

  • OBIA_PSFT_PROJECT_MANAGEMENT_ANALYSIS_DUTY

  • OBIA_PSFT_PROJECT_DATA_SECURITY

These duty roles control the subject areas and dashboard content to which the user has access. Additionally, they ensure that the data security filters are applied to all the queries. To define new groups and mappings for users and BI roles, see How to Define New Groups and Mappings for Users and BI Roles.

Security Entity GL Recon Cost Fact GL Recon Revenue Fact

Project Business Unit

N

N

Project Organization

N

N

Expenditure Business Unit

N

N

Contract Business Unit

N

N

Project

N

N

Resource Organization

N

N

Ledger

Y

Y

To apply data security filters, enable the appropriate initialization blocks depending on the deployed source system.

PeopleSoft: Project GL Recon Ledger List PSFT

Note:

On installation, initialization blocks are enabled for E-Business Suite R12. If you are deploying on a source system other than E-Business Suite R12, then you must enable the appropriate initialization blocks.

Enable data security for Project GL Reconciliation for PeopleSoft by enabling PeopleSoft data security initialization block listed below. If only one source system is deployed, then you must make sure that all Project Security initialization blocks for other adapters are disabled. If more than one source system is deployed, then you must also enable the initialization blocks of those source systems.

  1. In Oracle BI Administration Tool, edit the BI metadata repository (for example, OracleBIAnalyticsApps.rpd) in online mode, and select Manage, Identity, then Application Roles.
  2. Double-click on OBIA_PROJECT_LEDGER_DATA_SECURITY, navigate to Permissions, then Data Filters, and enable all data security filters.
  3. Save the metadata repository.