Setting Up Project Cost and Control Security for PeopleSoft

Oracle Project Analytics supports security over the supported dimensions in Project Costing and Project Control 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. These Duty Roles also ensure the data security filters are applied to all the queries. For more information about how to define new groups and mappings for Users and BI Roles, see How to Define New Groups and Mappings for Users and BI Roles.

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.

To enable data security for Project Cost and Control in PeopleSoft, based on your PeopleSoft security configuration enable PeopleSoft data security initialization blocks listed below and make sure the initialization blocks of all other source systems are disabled. If more than one source system is deployed, then you must also enable the initialization blocks of those source systems.

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.

Project Costing and Control FactsSecurity Entity Cost Commitment Budget Forecast

Project Business Unit

Y

Y

Y

Y

Project Organization

N

N

N

N

Expenditure Business Unit

N

N

N

N

Contract Business Unit

N

N

N

N

Project

Y

Y

Y

Y

Resource Organization

N

N

N

N

Ledger

N

N

N

N

Implementing Security by Business Unit

If you are securing the Project data by Project/Expenditure Business Unit only, then follow the steps below to disable the Project dimension security.

Init Blocks:

  • Project Business Unit List Budget PSFT

  • Project Business Unit List Costing PSFT

  • Project Business Unit List Forecast PSFT

  • Expenditure Business Unit List PSFT

  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.

Implementing Security by Project

If you are securing the Project data by Project dimension only, then follow the steps below to disable the Project BU dimension security.

Init Blocks:

  • Project List Budget PSFT

  • Project List Costing PSFT

  • Project List Forecast PSFT

  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.
  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.
    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.