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Oracle® Fusion Applications Project Management Implementation Guide
11g Release 1 (11.1.4)
Part Number E20384-04
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20 Project Foundation Configuration: Define Project Roles

This chapter contains the following:

Project Roles in Budgeting and Forecasting: Explained

Project Roles in Budgeting and Forecasting: Explained

Default project roles, including project application administrator, project manager, and project administrator can perform specific budgeting and forecasting tasks.

Default Access for Roles

The following table describes the default access for each role.


Entitlement Area

Project Application Administrator

Project Manager

Project Administrator

Notes

Edit budget and forecast planning options

Yes

No

No

Project application administrators set planning options for financial plan types.

Project managers and accountants can view planning options at the version level.

Create versions

No

Yes

Yes

None

Generate versions

No

Yes

Yes

Applies to budgets generated when setting a baseline for the project plan.

Project administrators cannot generate forecasts from progress (they do not have access to publish progress.)

Edit versions in Excel

No

Yes

Yes

None

Submit versions

No

Yes

Yes

None

Approve versions

No

Yes

No

A team member with project manager security role access must be manually designated as the project manager for the project.

Note

Project creators are not automatically designated as project managers for their projects.

If workflow is enabled, then approval takes place through a notification. Menu actions are not available on the budgeting and forecasting pages.

Review versions

No

Yes

Yes

None

FAQs for Define Project Roles

What's a project role?

Project roles represent either a requirement or an assignment on a project, such as a project manager or project team member.

You associate an enterprise role with each project role. When you assign a project role to a project team member, the associated enterprise role determines the type of access the team member has to project information. For example, project managers can manage project progress or create budgets and forecasts. Project team members may only have access to view progress or financial plans.

When you create a project role, you assign it to one or more reference data sets so that only project roles that are relevant to the project unit are available to assign to project team members.

Important

Persons who are directly assigned enterprise roles such as Project Manager or Project Application Administrator may have access to certain project information even if they are not project team members or do not have a specific project role assignment.

What's the difference between a job title and a project role?

Job titles represent the function persons fulfill within an organization and their position within a reporting hierarchy. For example, your organization may have designations or job titles such as software developer, sales representative, or accounts manager.

Project roles represent either a requirement or an assignment on a particular project, for example, project manager. Project roles may differ from project to project.