Setting Up Project Resource Management Security for E-Business Suite

Project Analytics supports security over following dimensions in Project Resource Management subject areas. In the Oracle BI Applications solution, the 'Business Unit' entity refers to 'Operating Unit Organizations' in E-Business Suite. The list of Business Units that a user has access to, is determined by E-Business Suite grants.

The following BI Duty Roles are applicable to the Project Resource Management subject area.

  • OBIA_EBS_PROJECT_EXECUTIVE_ANALYSIS_DUTY

  • OBIA_EBS_PROJECT_MANAGEMENT_ANALYSIS_DUTY

  • OBIA_EBS_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.

Project Resource Management Facts Securing Entity Resource Availability Resource Requirement Resource Utilization Assignment Resource Utilization Capacity Resource Utilization Expected Employee Job/Competency

Project Business Unit

N

Y

Y

N

Y

N

Project Organization

N

Y

Y

N

Y

N

Expenditure Business Unit

N

N

N

N

N

N

Contract Business Unit

N

N

N

N

N

N

Project

N

Y

Y

N

Y

N

Resource Organization

N

N

N

Y

Y

Y

Ledger

N

N

N

N

N

N

You must enable data security for Project Resource Management in E-Business Suite by enabling the initialization blocks listed below based on your E-Business Suite adaptor. 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 system.

Init Blocks for E-Business Suite R11x only:

  • Project Business Unit List RM EBS11x

Init Blocks for E-Business Suite R11x only:

  • Project Business Unit List RM EBSR12

Init Blocks for both E-Business Suite R11x and R12:

  • Project List RM EBS

  • Project Resource Organization List

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.

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

  1. In Oracle BI Administration Tool, edit the BI metadata repository (for example, OracleBIAnalyticsApps.rpd) in online mode, and select Manage, then Identity.
  2. Double-click on OBIA_PROJECT_DATA_SECURITY, navigate to Permissions, then Data Filters, and enable data security filters related to Resource Management Fact Tables.

    This activates Project based Security, which is needed for Resource Management Module in E-Business Suite.

  3. Double-click on OBIA_PROJECT_RESOURCE_ORGANIZATION_DATA_SECURITY, navigate to Permissions, then Data Filters, and enable all data security filters related to Resource Management Fact Tables.

    This activates Resource Organization based Security, which is needed for Resource Management Module in E-Business Suite.

  4. Double-click on OBIA_PROJECT_ORGANIZATION_DATA_SECURITY, navigate to Permissions, then Data Filters, and enable data security filters related to Resource Management Fact Tables.

    This activates Project Organization based Security, which is needed for Resource Management Module in E-Business Suite.

  5. Double-click on OBIA_PROJECT_BUSINESS_UNIT_DATA_SECURITY, navigate to Permissions, then Data Filters, and enable data security filters related to Resource Management Fact Tables.

    This activates Project Business Unit based Security, which is needed for Resource Management Module in E-Business Suite.