Setting Up Project Billing and Revenue Security for PeopleSoft

Oracle Project Analytics supports security using the supported dimensions in Project Billing and Revenue subject areas.

The following BI Duty Roles are applicable to the Project Costing and Control 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.

In PeopleSoft, you access the security configuration pages for securing Project transactions by selecting Main Menu, Set up Financials/Supply Chain, Security, then Security Options. Depending on your security configuration, you need to use any combination of the Project Business Unit or Project dimension that are supported. Based on that, you to change the default installed configuration to match the OLTP security setup.

Project Costing and Control Facts Security Entity Billing Revenue Contract Funding Cross Charge- Receiver Cross Charge - Provider Cross Charge - Invoice Cross Charge - Revenue

Project Business Unit

Y

Y

N

Y

Y

N

Y

Y

Project Organization

N

N

N

N

N

N

N

N

Expenditure Business Unit

N

N

N

N

N

Y

N

N

Contract Business Unit

Y

Y

Y

Y

N

N

N

Y

Project

Y

Y

N

Y

Y

Y

Y

Y

Resource Organization

N

N

N

N

N

N

N

N

Ledger

N

N

N

N

N

N

N

N

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

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.

You must enable data security for Project Billing & Revenue in PeopleSoft, based on your PeopleSoft security configuration. If security by Business Unit has been implemented, then follow the Security by Business Unit Section (ignore Security by Projects section); if security by projects has been implemented, then follow the Security by Projects section (ignore Security by Business Unit section) and enable data security initialization blocks listed in sections 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.

Init Blocks for Business Unit:

  • Expenditure Business Unit List PSFT

  • Project Business Unit List Funding PSFT

  • Project Business Unit List Invoice PSFT

  • Project Business Unit List Revenue PSFT

  • Project Contract Business Unit List PSFT

  • Project Contract Business Unit List Invoice PSFT

  • Project Contract Business Unit List Revenue PSFT

Init Block for Project:

  • Project List Funding PSFT

  • Project List Invoice PSFT

  • Project List Revenue PSFT

Securing Project Data By Project/Expenditure/Contract BU Only

If you are securing the Project data by Project /Expenditure/Contract Business Unit only, disable the Project dimension security.

  1. In Oracle Enterprise Manager Fusion Middleware Control, select Business Application Instance, then Application Roles, then Select the Oracle BI Applications Stripe, and query for the OBIA_PROJECT_DATA_SECURITY Application Role.

    Note that OBIA_PSFT_PROJECT_DATA_SECURITY is listed as one of the members.

  2. Remove OBIA_PSFT_PROJECT_DATA_SECURITY as a member of the OBIA_PROJECT_DATA_SECURITY Duty Role.
  3. In Oracle BI Administration Tool, edit the BI metadata repository (for example, OracleBIAnalyticsApps.rpd) in online mode, and select Manage, then Identity, then Action, then Synchronize Application Roles.

    Alternatively this step can be performed by restarting all BI Services.

Securing Project Data by Project Dimension Only

If you are securing the Project data by Project dimension only, disable the Project BU dimension security.

  1. Disable Project Business Unit Security.
    1. In Oracle Enterprise Manager Fusion Middleware Control, select Business Application Instance, then Application Roles, then Select the Oracle BI Applications Stripe, and query for the OBIA_PROJECT_BUSINESS_UNIT_DATA_SECURITY Application Role.

      Note that OBIA_PSFT_PROJECT_DATA_SECURITY is listed as one of the members.

    2. Remove OBIA_PSFT_PROJECT_DATA_SECURITY as a member of the OBIA_PROJECT_BUSINESS_UNIT_DATA_SECURITY Duty Role.
    3. In Oracle BI Administration Tool, edit the BI metadata repository (for example, OracleBIAnalyticsApps.rpd) in online mode, and select Manage, then Identity, then Action, then Synchronize Application Roles.

      Alternatively this step can be performed by restarting all BI Services.

  2. Disable Expenditure Business Unit Security.
    1. In Oracle Enterprise Manager Fusion Middleware Control, select Business Application Instance, then Application Roles, then Select the Oracle BI Applications Stripe, and query for the OBIA_PROJECT_EXPENDITURE_BUSINESS_UNIT_DATA_SECURITY Application Role

      Note that OBIA_PSFT_PROJECT_DATA_SECURITY is listed as one of the members.

    2. Remove OBIA_PSFT_PROJECT_DATA_SECURITY as a member of the OBIA_PROJECT_EXPENDITURE_BUSINESS_UNIT_DATA_SECURITY Duty Role.
    3. In Oracle BI Administration Tool, edit the BI metadata repository (for example, OracleBIAnalyticsApps.rpd) in online mode, and select Manage, then Identity, then Action, then Synchronize Application Roles.
  3. In Oracle BI Administration Tool, select Manage, then Identity, then OBIA_PROJECT_CONTRACT_BUSINESS_UNIT_DATA_SECURITY, then Permissions, then Data Filters, then disable data security filters for all facts except Funding and Contract.