This appendix provides information about the predefined menus and responsibilities in Oracle Projects.
This appendix covers the following topics:
This appendix provides information about the predefined menus and responsibilities in Oracle Projects.
For information about setting up security using menus and responsibilities, see: Project and Organization Security.
Oracle Projects provides predefined responsibilities for the HTML pages used in the Oracle Projects solution. Following are the predefined responsibilities. The abbreviation shown for each responsibility is used in the Predefined Menus and Functions table and in the HTML Responsibilities table.
Project Super User (PSU)
Project Administrator (PA)
Operations Manager (OM)
Project Manager (PM)
Resource Manager (RM)
Staffing Manager (SM)
Team Member (TM)
In the following table, the first two columns list the predefined menus and functions. The remaining columns indicate whether access to the menus and functions is granted to each of the predefined responsibilities.
| Menu | Function | PSU | PA | OM | PM | RM | SM | TM |
|---|---|---|---|---|---|---|---|---|
| Project Delivery | Team Member Home | Yes | Yes | Yes | Yes | |||
| Project Delivery | Project List | Yes | Yes | Yes | Yes | |||
| Project Delivery | Create Project | Yes | Yes | Yes | Yes | |||
| Project Delivery | Search Projects | Yes | Yes | Yes | Yes | |||
| Project Delivery | Project Sets | Yes | Yes | Yes | Yes | |||
| Project Delivery | Tasks | Yes | Yes | Yes | Yes | |||
| Project Delivery | Actions | Yes | Yes | Yes | Yes | |||
| Project Delivery | Issues | Yes | Yes | Yes | Yes | |||
| Project Delivery | Change Documents | Yes | Yes | Yes | Yes | |||
| Project Staffing | Open Requirements | Yes | Yes | Yes | Yes | |||
| Project Staffing | Requirement Search | Yes | Yes | Yes | Yes | |||
| Project Staffing | Scheduled Resource Hours Workbook | Yes | Yes | Yes | Yes | |||
| Project Staffing | Available Resource Hours Workbook | Yes | Yes | Yes | Yes | |||
| Project Staffing | Overcommitted Resource Hours Workbook | Yes | Yes | Yes | Yes | |||
| Project Staffing | Team Role Details Workbook | Yes | Yes | Yes | Yes | |||
| Project Staffing | Required Project Hours Workbook | Yes | Yes | Yes | Yes | |||
| Project Resources | Resources | Yes | Yes | Yes | Yes | |||
| Project Resources | Resource Search | Yes | Yes | Yes | Yes | |||
| Project Resources | Organization Competence Summary Workbook | Yes | Yes | Yes | Yes | |||
| Project Resources | Resource Competencies Workbook | Yes | Yes | Yes | Yes | |||
| Utilization | Organization Utilization | Yes | Yes | Yes | ||||
| Utilization | Resource Utilization | Yes | Yes | Yes | ||||
| Operations Management | Project Requests | Yes | Yes | |||||
| Operations Management | Project Pipeline Workbook | Yes | Yes | |||||
| Unbilled Receivable, Unearned Revenue Reports | Account Balance by Project and Cost Center | Yes | Yes | |||||
| Unbilled Receivable, Unearned Revenue Reports | Account Transaction Details by Project | Yes | Yes | |||||
| Unbilled Receivable, Unearned Revenue Reports | Project Balance by Project | Yes | Yes | |||||
| Unbilled Receivable, Unearned Revenue Reports | Project Balance by Project and Cost Center | Yes | Yes | |||||
| Unbilled Receivable, Unearned Revenue Reports | Project Transaction Details by Project | Yes | Yes | |||||
| Expenditure Entry Using Microsoft Excel | Uncosted Labor Transactions | Yes | ||||||
| Expenditure Entry Using Microsoft Excel | Uncosted Non-Labor Transactions | Yes | ||||||
| Expenditure Entry Using Microsoft Excel | Costed Transactions | Yes | ||||||
| Expenditure Entry Using Microsoft Excel | Accounted Transactions | Yes | ||||||
| Supplier | Payment Control | Yes | Yes | |||||
| Setup | Advertisement Rules | Yes | ||||||
| Setup | Control Item Types | Yes | ||||||
| Setup | Financial Plan Types | Yes | ||||||
| Setup | Lifecycles | Yes | ||||||
| Setup | Organization Role Mapping | Yes | ||||||
| Setup | Organization Roles | Yes | ||||||
| Setup | Page Layouts | Yes | ||||||
| Setup | Person Role Mapping | Yes | ||||||
| Setup | Probability Mapping | Yes | ||||||
| Setup | Project Templates | Yes | ||||||
| Setup | Report Types | Yes | ||||||
| Setup | Status Report Reminder Rules | Yes | ||||||
| Setup | Status Report Sections | Yes | ||||||
| Setup | Task Types | Yes | ||||||
| Setup | Team Templates | Yes | ||||||
| Setup | Microsoft Project Integration Installation | Yes | ||||||
| Workflow Notifications | Workflow Notifications | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Project Administrator | Resource Search | Yes | ||||||
| Project Manager | Resource Search | Yes | ||||||
| Project Manager | Team Role Details Workbook | Yes | ||||||
| Project Manager Reporting Pack | Reporting Pack List | Yes | ||||||
| Project Manager Reporting Pack | Create Reporting Pack | Yes | ||||||
| Staffing Manager | Staffing Home | Yes | ||||||
| Team Member | Team Member Home | Yes | ||||||
| Team Member | Project List | Yes | ||||||
| Team Member | Search Projects | Yes | ||||||
| Team Member | Tasks | Yes | ||||||
| Team Member | Project Sets | Yes | ||||||
| Team Member | Actions | Yes | ||||||
| Team Member | Issues | Yes | ||||||
| Team Member | Change Documents | Yes | ||||||
| Team Member | Personal Schedule and Profile | Yes | ||||||
| Team Member | Personal Requirement Search | Yes | ||||||
| Team Member | Personal Utilization | Yes | ||||||
| Team Member | Resource Search | Yes |
The following table lists the additional menus for controlling security and tab display. A column for each predefined responsibility shows which responsibilities are granted access to each menu.
| Menu | PSU | PA | OM | PM | RM | SM | TM |
|---|---|---|---|---|---|---|---|
| Project Manager Role Menu | Yes | Yes | Yes | Yes | |||
| Resource Pool Role Menu | Yes | Yes | Yes | Yes | Yes | ||
| Project Authority Menu | Yes | ||||||
| Resource Authority Menu | Yes | ||||||
| Utilization Authority Menu | Yes | ||||||
| Forecast Authority Menu | Yes | ||||||
| ASF_OPPORTUNITY_MAIN | Yes | Yes | |||||
| PA_MY_PROJ_DISPLAY_MAIN_MENU | Yes | Yes | Yes | Yes | Yes | Yes | |
| PA Global Menu | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Project Tab Menu | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Projects: Project Sets: Sets as Shared | Yes | ||||||
| Team Member Role Menu | Yes |
There are three roles used specifically to restrict access for Project Portfolio Analysis:
Portfolio Owner
Portfolio Analyst
Portfolio Approver
The following table shows the default functions granted to each Project Portfolio Analysis role:
| Function | Portfolio Owner | Portfolio Analyst | Portfolio Approver |
|---|---|---|---|
| View Portfolio | Yes | Yes | Yes |
| Update Portfolio | Yes | Yes | |
| Initiate Planning cycle | Yes | Yes | |
| Collect Projects | Yes | Yes | |
| Develop Scenarios | Yes | Yes | |
| Approve Plan | Yes | Yes |
Following are the predefined responsibilities for accessing the Oracle Applications Framework forms used in Oracle Projects. The abbreviation shown for each responsibility is used in the Predefined Menus, Forms, and Functions table.
Projects Implementation Super User (PISU)
Project Billing Super User (PBSU)
Project Costing Super User (PCSU)
Project Manager (PM)
In the following table, the first column lists the predefined menus, forms, and functions. The remaining columns indicate whether access is granted to each of the predefined responsibilities.
| Form: Function | PISU | PBSU | PCSU | PM |
|---|---|---|---|---|
| Projects | Yes | Yes | Yes | Yes |
| Projects Page Layout Functions | Yes | Yes | Yes | Yes |
| Budgets | Yes | Yes | Yes | |
| Expenditures: Pre-Approved Batches: Enter | Yes | Yes | Yes | |
| Expenditures: Pre-Approved Batches: Review | Yes | Yes | Yes | |
| Expenditures: Transaction Import: Import | Yes | Yes | Yes | |
| Expenditures: Transaction Import: Review | Yes | Yes | Yes | |
| Expenditures: Expenditure Inquiry: Project | Yes | Yes | Yes | Yes |
| Expenditures: Expenditure Inquiry: All | Yes | Yes | Yes | |
| Transaction Funds Check Results | Yes | Yes | Yes | |
| Allocations: Allocation Rules | Yes | Yes | Yes | |
| Allocations: Allocations Review | Yes | Yes | Yes | |
| Allocations: AutoAllocations: Workbench | Yes | Yes | Yes | |
| Allocations: AutoAllocations: View Status | Yes | Yes | Yes | |
| Capital Projects | Yes | Yes | Yes | |
| Billing: Agreements | Yes | Yes | ||
| Billing: Control Billing by Top Task | Yes | Yes | ||
| Billing: Events: Project | Yes | Yes | ||
| Billing: Events: All | Yes | Yes | ||
| Billing: Revenue Review | Yes | Yes | ||
| Billing: Invoice Review | Yes | Yes | Yes | |
| Billing: Funding Inquiry | Yes | Yes | Yes | |
| Billing: Retention Inquiry | Yes | Yes | Yes | |
| Project Status: Project Status Inquiry | Yes | Yes | Yes | Yes |
| Project Status: Percent Complete | Yes | Yes | Yes | Yes |
| Subledger Accounting Inquiry: Accounting Events | Yes | Yes | Yes | |
| Subledger Accounting Inquiry: Journal Entries | Yes | Yes | Yes | |
| Subledger Accounting Inquiry: Journal Entry Lines | Yes | Yes | Yes | |
| Project Administration: Mass Update Batches | Yes | Yes | Yes | |
| Project Administration: Purge Product Data | Yes | |||
| Setup: Projects: Roles | Yes | Yes | Yes | |
| Setup: Projects: Role Lists | Yes | Yes | Yes | |
| Setup: Projects: Classifications | Yes | Yes | Yes | |
| Setup: Projects: Service Types | Yes | Yes | Yes | |
| Setup: Projects: Customer Relationships | Yes | Yes | Yes | |
| Setup: Projects: Customer Contact Types | Yes | Yes | Yes | |
| Setup: Projects: Probability Lists | Yes | Yes | Yes | |
| Setup: Projects: Project Priorities | Yes | Yes | Yes | |
| Setup: Projects: Project Types | Yes | Yes | Yes | |
| Setup: Projects: Project Templates | Yes | Yes | Yes | |
| Setup: Staffing: Staffing Priorities | Yes | Yes | Yes | |
| Setup: Staffing: Candidate Status Change Reasons | Yes | Yes | Yes | |
| Setup: Workplan and Progress: Task Priorities | Yes | Yes | Yes | |
| Setup: Workplan and Progress: Work Items | Yes | Yes | Yes | |
| Setup: Workplan and Progress: Change Reasons | Yes | Yes | Yes | |
| Setup: Issue and Change: Control Item Priorities | Yes | Yes | Yes | |
| Setup: Issue and Change: Effort Levels | Yes | Yes | Yes | |
| Setup: Issue and Change: Source Types | Yes | Yes | Yes | |
| Setup: Budgets: Budget Types | Yes | Yes | Yes | |
| Setup: Budgets: Change Reasons | Yes | Yes | Yes | |
| Setup: Budgets: Forecast Adjustment Reasons | Yes | Yes | Yes | |
| Setup: Budgets: Entry Methods | Yes | Yes | Yes | |
| Setup: Budgets: Resource Lists | Yes | Yes | Yes | |
| Setup: Expenditures: Expenditure Categories | Yes | Yes | Yes | |
| Setup: Expenditures: Revenue Categories | Yes | Yes | Yes | |
| Setup: Expenditures: Expenditure Types | Yes | Yes | Yes | |
| Setup: Expenditures: Non-Labor Resources | Yes | Yes | Yes | |
| Setup: Expenditures: Transaction Sources | Yes | Yes | Yes | |
| Setup: Expenditures: Rate Schedules | Yes | Yes | Yes | |
| Setup: Costing: Labor: Cost Multipliers | Yes | Yes | Yes | |
| Setup: Costing: Labor: Labor Costing Rules | Yes | Yes | Yes | |
| Setup: Costing: Labor: Organization Labor Costing Rules | Yes | Yes | Yes | |
| Setup: Costing: Labor: Labor Costing Overrides | Yes | Yes | Yes | |
| Setup: Costing: Burden: Bases | Yes | Yes | Yes | |
| Setup: Costing: Burden: Cost Codes | Yes | Yes | Yes | |
| Setup: Costing: Burden: Structures | Yes | Yes | Yes | |
| Setup: Costing: Burden: Schedules | Yes | Yes | Yes | |
| Setup: Costing: Burden: View | Yes | Yes | Yes | |
| Setup: Costing: Cross Charge: Transfer Price Rules | Yes | Yes | Yes | |
| Setup: Costing: Cross Charge: Transfer Price Schedules | Yes | Yes | Yes | |
| Setup: Costing: Provider and Receiver Controls | Yes | Yes | Yes | |
| Setup: Billing: Payment Terms | Yes | Yes | Yes | |
| Setup: Billing: Agreement Types | Yes | Yes | Yes | |
| Setup: Billing: Credit Types | Yes | Yes | Yes | |
| Setup: Billing: Event Types | Yes | Yes | Yes | |
| Setup: Billing: Extensions | Yes | Yes | Yes | |
| Setup: Billing: Invoice Formats | Yes | Yes | Yes | |
| Setup: Billing: Agreement Templates | Yes | Yes | Yes | |
| Setup: Utilization: Utilization Categories | Yes | Yes | Yes | |
| Setup: Utilization: Work Types | Yes | Yes | Yes | |
| Setup: Project Status Columns | Yes | Yes | Yes | |
| Setup: API Controls: Source Products | Yes | Yes | Yes | |
| Setup: API Controls: Control Actions | Yes | Yes | Yes | |
| Setup: System: Implementation Options | Yes | Yes | Yes | |
| Setup: System: Forecasting Options | Yes | Yes | Yes | |
| Setup: System: PA Periods | Yes | Yes | Yes | |
| Setup: System: GL Periods | Yes | Yes | Yes | |
| Setup: System: Statuses | Yes | Yes | Yes | |
| Setup: System: Cycles | Yes | Yes | Yes | |
| Setup: System: Units | Yes | Yes | Yes | |
| Setup: System: Scheduling Calendar: Define Calendar | Yes | Yes | Yes | |
| Setup: System: Scheduling Calendar: Define Exceptions | Yes | Yes | Yes | |
| Setup: System: Scheduling Calendar: Define Shifts | Yes | Yes | Yes | |
| Setup: System: Scheduling Calendar: Assign Shifts / Exceptions | Yes | Yes | Yes | |
| Setup: System: Scheduling Calendar: Assign Resources | Yes | Yes | Yes | |
| Setup: System: Scheduling Calendar: Others: Define Availability Types | Yes | Yes | Yes | |
| Setup: System: Scheduling Calendar: Others: Define Calendar Types | Yes | Yes | Yes | |
| Setup: System: Scheduling Calendar: Others: Define Exception Categories | Yes | Yes | Yes | |
| Setup: System: Scheduling Calendar: Others: Define Exception Reasons | Yes | Yes | Yes | |
| Setup: AutoAccounting: Lookup Sets | Yes | Yes | Yes | |
| Setup: AutoAccounting: Rules | Yes | Yes | Yes | |
| Setup: AutoAccounting: Assign Rules | Yes | Yes | Yes | |
| Setup: Resources and Organizations: HR Foundation: People: Enter and Maintain | Yes | Yes | Yes | |
| Setup: Resources and Organizations: HR Foundation: Career Management: Rating Scales | Yes | Yes | Yes | |
| Setup: Resources and Organizations: HR Foundation: Career Management: Competencies | Yes | Yes | Yes | |
| Setup: Resources and Organizations: HR Foundation: Career Management: Schools & Colleges | Yes | Yes | Yes | |
| Setup: Resources and Organizations: HR Foundation: Career Management: Qualification Types | Yes | Yes | Yes | |
| Setup: Resources and Organizations: HR Foundation: Work Structures: Define Locations | Yes | Yes | Yes | |
| Setup: Resources and Organizations: HR Foundation: Work Structures: Organizations: Description | Yes | Yes | Yes | |
| Setup: Resources and Organizations: HR Foundation: Work Structures: Organizations: Organization Manager | Yes | Yes | Yes | |
| Setup: Resources and Organizations: HR Foundation: Work Structures: Organizations: Hierarchy | Yes | Yes | Yes | |
| Setup: Resources and Organizations: HR Foundation: Work Structures: Organizations: Global Hierarchy | Yes | Yes | Yes | |
| Setup: Resources and Organizations: HR Foundation: Work Structures: Job: Description | Yes | Yes | Yes | |
| Setup: Resources and Organizations: HR Foundation: Work Structures: Job: Job Groups | Yes | Yes | Yes | |
| Setup: Resources and Organizations: HR Foundation: Work Structures: Position: Description | Yes | Yes | Yes | |
| Setup: Resources and Organizations: HR Foundation: Work Structures: Position: Hierarchy | Yes | Yes | Yes | |
| Setup: Resources and Organizations: HR Foundation: Work Structures: Grade: Description | Yes | Yes | Yes | |
| Setup: Resources and Organizations: HR Foundation: Other Definitions: Applications Utilities Lookups | Yes | Yes | Yes | |
| Setup: Resources and Organizations: HR Foundation: Other Definitions: User Profile Options | Yes | Yes | Yes | |
| Setup: Resources and Organizations: HR Foundation: Security: Profile | Yes | Yes | Yes | |
| Setup: Resources and Organizations: HR Foundation: Security: Global Profile | Yes | Yes | Yes | |
| Setup: Resources and Organizations: HR Foundation: Security: Information Types Security | Yes | Yes | Yes | |
| Setup: Resources and Organizations: HR Foundation: Processes and Reports: Submit Processes and Reports | Yes | Yes | Yes | |
| Setup: Resources and Organizations: HR Foundation: Processes and Reports: View Requests | Yes | Yes | Yes | |
| Setup: Resources and Organizations: HR Foundation: Processes and Reports: View Reports | Yes | Yes | Yes | |
| Setup: Resources and Organizations: HR Foundation: Project Job Levels | Yes | Yes | Yes | |
| Setup: Resources and Organizations: HR Foundation: Job Mapping | Yes | Yes | Yes | |
| Setup: Resources and Organizations: HR Foundation: Organization Authority | Yes | Yes | Yes | |
| Setup: Resources and Organizations: HR Foundation: Customers: System Options | Yes | Yes | Yes | |
| Setup: Resources and Organizations: HR Foundation: Customers: Customer Entry | Yes | Yes | Yes | |
| Setup: Financials: Calendar: Types | Yes | Yes | Yes | |
| Setup: Financials: Calendar: Periods | Yes | Yes | Yes | |
| Setup: Financials: Accounting Setup Manager: Accounting Setups | Yes | Yes | Yes | |
| Setup: Financials: Accounts | Yes | Yes | Yes | |
| Setup: Flexfields: Key: Segments | Yes | Yes | Yes | |
| Setup: Flexfields: Key: Values | Yes | Yes | Yes | |
| Setup: Flexfields: Key: Aliases | Yes | Yes | Yes | |
| Setup: Flexfields: Key: Rules | Yes | Yes | Yes | |
| Setup: Flexfields: Key: Groups | Yes | Yes | Yes | |
| Setup: Flexfields: Key: Security: Define | Yes | Yes | Yes | |
| Setup: Flexfields: Key: Security: Assign | Yes | Yes | Yes | |
| Setup: Flexfields: Key: Accounts | Yes | Yes | Yes | |
| Setup: Flexfields: Descriptive: Segments | Yes | Yes | Yes | |
| Setup: Flexfields: Descriptive: Values | Yes | Yes | Yes | |
| Setup: Flexfields: Descriptive: Security: Define | Yes | Yes | Yes | |
| Setup: Flexfields: Descriptive: Security: Assign | Yes | Yes | Yes | |
| Setup: Flexfields: Validation: Sets | Yes | Yes | Yes | |
| Setup: Flexfields: Validation: Values | Yes | Yes | Yes | |
| Setup: Flexfields: Validation: Security: Define | Yes | Yes | Yes | |
| Setup: Flexfields: Validation: Security: Assign | Yes | Yes | Yes | |
| Setup: Subledger Accounting: Subledger Applications | Yes | Yes | Yes | |
| Setup: Subledger Accounting: Post-Accounting Programs | Yes | Yes | Yes | |
| Setup: Subledger Accounting: Open Account Balances Listing Definitions | Yes | Yes | Yes | |
| Setup: Subledger Accounting: Accounting Methods Builder: Events: Event Model | Yes | Yes | Yes | |
| Setup: Subledger Accounting: Accounting Methods Builder: Events: Process Categories | Yes | Yes | Yes | |
| Setup: Subledger Accounting: Accounting Methods Builder: Events: Accounting Event Class Options | Yes | Yes | Yes | |
| Setup: Subledger Accounting: Accounting Methods Builder: Sources: Sources | Yes | Yes | Yes | |
| Setup: Subledger Accounting: Accounting Methods Builder: Sources: Source Assignments | Yes | Yes | Yes | |
| Setup: Subledger Accounting: Accounting Methods Builder: Sources: Accounting Attribute Assignments | Yes | Yes | Yes | |
| Setup: Subledger Accounting: Accounting Methods Builder: Sources: Custom Sources | Yes | Yes | Yes | |
| Setup: Subledger Accounting: Accounting Methods Builder: Journal Entry Setups: Journal Line Types | Yes | Yes | Yes | |
| Setup: Subledger Accounting: Accounting Methods Builder: Journal Entry Setups: Journal Entry Description | Yes | Yes | Yes | |
| Setup: Subledger Accounting: Accounting Methods Builder: Journal Entry Setups: Mapping Sets | Yes | Yes | Yes | |
| Setup: Subledger Accounting: Accounting Methods Builder: Journal Entry Setups: Account Derivation Rules | Yes | Yes | Yes | |
| Setup: Subledger Accounting: Accounting Methods Builder: Methods and Definitions: Journal Lines Definitions | Yes | Yes | Yes | |
| Setup: Subledger Accounting: Accounting Methods Builder: Methods and Definitions: Application Accounting Definitions | Yes | Yes | Yes | |
| Setup: Subledger Accounting: Accounting Methods Builder: Methods and Definitions: Subledger Accounting Methods | Yes | Yes | Yes | |
| Setup: Subledger Accounting: Accounting Methods Builder: Application Accounting Definition Loader: History | Yes | Yes | Yes | |
| Setup: Subledger Accounting: Accounting Methods Builder: Application Accounting Definition Loader: Merge Analysis | Yes | Yes | Yes | |
| Setup: Subledger Accounting: Accounting Methods Builder: Accounting Definitions Inquiry | Yes | Yes | Yes | |
| Other: Profile | Yes | Yes | Yes | |
| Other: Concurrent | Yes | Yes | Yes | |
| Other: Change Organization | Yes | Yes | Yes | |
| Other: Running Jobs | Yes | Yes | Yes | |
| Other: Requests: Run | Yes | Yes | Yes | |
| Other: Requests: Set | Yes | Yes | Yes | |
| Lookup | Yes | Yes | Yes |
The following table shows the concurrent programs request group for each predefined responsibility.
| Responsibility | Concurrent Programs Request Group |
|---|---|
| Projects Implementation Super User | All Oracle Projects programs |
| Project Billing Super User | All Oracle Project Billing programs |
| Project Costing Super User | All Oracle Project Costing programs |
| Project Manager | None |