Using Roles and Permission Lists for the PeopleSoft Financials Portal Pack

The PeopleSoft Financials Portal Pack delivers sample roles and permission lists in the Financials database that you can use as an example to configure your security.

When you install a portal pack, pagelets are available for authorized users from the Financials database application homepage. Because pagelets are assigned to specific permission lists instead of to specific roles, when you log in the system matches your role (that is associated with your user ID) to the appropriate permission lists to display authorized pagelets.

This table lists the enabling Financials applications and their associated pagelets and sample permission lists:

Enabling Financials Application


Permission List

PeopleSoft Payables

Average Days in Payables

Payables Discounts

Top suppliers by Expenditure


PeopleSoft General Ledger

Account Reconciliaiton

Ledger Balances Analysis

Actual vs Budgeted

Expense Variance

Expiring Projects

Gross Margin

Lapsing of Appropriation

My Budget Alert

Operating Budget Variance

Project Revenue Variance


PeopleSoft Receivables

Aging Summary

Average Time to Resolve

Bad Debt Write-off by Customer

Days Sales Outstanding

Deduction by Dollar Amount

Deduction by Reason

Outstanding Balances

Past Due Balances

Sales New/Existing Customers

Top Customer Sales Balances

Write-off Trends


PeopleSoft Treasury Management

Bank Contacts

Reconciliation Aging


PeopleSoft Contracts

Top Five Contracts


To add pagelets to your PeopleSoft homepage, click the Personalize Content link on your homepage to access a list of pagelets to which you have access, and select one or more pagelets.

To personalize the pagelet layout on your PeopleSoft homepage, click the Layout link on the homepage.