Provisioning Users and Groups with Profitability and Cost Management Roles

Each Profitability and Cost Management instance (deployment) can support multiple applications. You must provision Profitability and Cost Management users separately to each application.

Shared Services Administrators and Profitability and Cost Management Provisioning Managers can provision Profitability and Cost Management application users using Shared Services Console.

  To provision users or groups with Profitability and Cost Management application roles:

  1. Access Shared Services Console as admin or as a user provisioned with the Provisioning Manager role of the Profitability and Cost Management application that you want to provision. See Accessing Shared Services.

  2. Provision users or groups to the Profitability and Cost Management application.

    1. Find users or groups to provision.

      See Searching for Users, Groups, Roles, and Delegated Lists.

    2. Right-click the user or group, and select Provision.

    3. Optional: Select a view.

    4. In Available Roles, expand the application group (for example, Financial Management) that contains your Profitability and Cost Management application.

    5. Expand the node that represents your application.

    6. Select roles that you want to assign to the users or groups, and click Add.

      See Table 23 for a list of Profitability and Cost Management roles and the tasks to which they provide access.

      Table 23. Profitability and Cost Management Roles

      RoleDescription
      Power Roles
      Administrator (admin)The Administrator role provides the administrative capability within Profitability and Cost Management to perform these tasks:
      • Create and maintain user accounts and security roles, and provision users, using Shared Services

      • Generate Essbase databases

      • Set up and maintain application preferences

      • Build the model database using Performance Management Architect, to select the common dimensions and members

      • Create and maintain elements within the model, such as stages, drivers, POVs, driver associations, assignments, and application preferences

      • Create staging tables in the source database to import model data and metadata from relational databases into Profitability and Cost Management

      • Perform POV copy, calculation, validation, data entry, and trace allocations

      • Deploy to Essbase and generate calculation scripts

      • Import and export data

      • Use Lifecycle Management to promote data from one environment, such as development or testing, to another environment, such as production

      • Back up and restore Profitability and Cost Management, model components

      • Monitor changes made to business objects

      Power UserThe Power User role manages the majority of model functions and can perform these tasks:
      • Create and maintain elements within the model, such as stages, drivers, POVs, driver associations, assignments, and application preferences

      • Perform POV copy, calculation, validation, data entry, and trace allocations

      • Deploy to Essbase and generate calculation scripts

      • Import and export data

      Interactive Roles
      Interactive UserCan perform these tasks:
      • View all modeling screens

      • View and modify data on the Data Entry screen

      View UserView-only access for these functions:
      • Data entry

      • Trace allocations

      • Application preferences

      • Model stages, drivers, and POVs

    7. Click Save.

    8. Click OK.

  3. Repeat step 2 for each Profitability and Cost Management application that you want to provision.