Configuration Process in Oracle Primavera Cloud

The following list provides guidelines and a general process for configuring your environment, including configuring application settings, setting up companies and workspaces, and administering user security. Because the structures are global across the organization, some processes might require information from many participants. You can vary the order in which you complete these processes depending on your organization's implementation plan.

Add application administrators.
Application administrators are afforded privileges to access all objects and carry out all functions in the application. See Add an Application Administrator.
Configure general application settings.
Application settings define parameters that apply globally in the application. See Application Settings Overview.
Set up the workspace hierarchy for your organization.
Identify your organization's project structure, which is global across the organization. See the Workspaces Overview for more information.
Create global, workspace, project, program, file, portfolio, idea, custom log, and report permission sets.
Define a standard set of permission sets that determine access rights to global and object-specific data. See Permission Sets Overview to determine what permission sets you need to create or customize.
Create user groups.
User groups are a collection of users with the same security privileges and access. Groups can be assigned directly to a workspace, project, portfolio, file, idea, custom log, program, or report. When you create user groups, you assign permission sets to them to define the level of access that users will gain. See User Groups Overview to learn more about adding user groups.
Add companies that partner with your organization.
See Set Up a Company.
Add users to companies in the application.
When you add users, you can determine the user groups that they will belong to as well as assign them direct access to objects. See Users Overview for more information on types of users.
Assign user groups to objects.
Assigning a user group enables the users to receive the permissions assigned to the user group. User groups can be assigned to any object at the Global Admin level or from the Security tab for a workspace, project, portfolio, program, custom log, file, idea, or report.
Add projects to the workspace (if needed).
Project managers usually perform this step. Refer to the Oracle Primavera Cloud Help for more information.

Additional user groups may be created at the project level.
Configure shared data and objects at the workspace-level including Dictionary Configuration and Defaults & Options Configuration.
(Optional) Configure a generic integration user account in the identity domain. You can use this account to monitor the data modified through integrations and to prevent integration failures upon inadvertent changes to the shared user account. See Setting up an Integration User Account.