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 |
Pagelet |
Permission List |
|---|---|---|
|
PeopleSoft Payables |
Average Days in Payables Payables Discounts Top suppliers by Expenditure |
EPAP1400 |
|
PeopleSoft General Ledger |
Account Reconciliation Ledger Balances Analysis Actual vs Budgeted Expense Variance Expiring Projects Gross Margin Lapsing of Appropriation My Budget Alert Operating Budget Variance Project Revenue Variance |
EPCF1300 |
|
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 |
EPAR8000 |
|
PeopleSoft Treasury Management |
Bank Contacts Reconciliation Aging |
EPCF1200 |
|
PeopleSoft Contracts |
Top Five Contracts |
EPCA5000 |
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.