Using Roles and Permission Lists

When establishing security for your users, the user profile that you create for each individual who accesses your application determines the web pages that the user can access.

You create user profiles in PeopleTools Security, using the User Profile component. You assign roles to each user profile, and then link those roles to permission lists. Each permission list identifies the pages that individuals assigned to a role can access. To modify the access for specific web pages for each role, you modify the permission list for the user's role.

Note: Any modifications made to permission lists impact all users associated with roles that are linked to those permission lists.

PeopleSoft Contracts includes sample definitions for the following roles:

Contract administrator.
Cost accountant.
Billing manager.
Billing coordinator.
Financial analyst.
Chief financial officer.
Customer service representative.
Legal administrator.
Project manager.
Project team member.

Sample permission lists are associated with these roles for both government and non-government contracts. The following table describes the permission lists and their associated permissions that differ for government contracts. The full list of sample permission lists common to both government contracts and non-government contracts is described in the PeopleSoft Contracts documentation.

Note: To fully utilize the features and functions of government contracts, users may need access to pages in PeopleSoft Contracts, Project Costing, and Billing.

See Using Roles and Permission Lists.

See Defining Project Security.

Permission List	Associated Permission
Contracts Financial Reports	Access to limits, billing, and revenue reports.
Contracts Limits	Access to define funded, revenue and transaction limits.
Contracts Revenue Processes	Access to define revenue plans, revenue fee worksheets, and to run revenue processes.
Contracts Reverse Revenue	Access to reverse contract accounting and redistribute revenue.
Contracts Billing	Access to define billing plans, define billing fee worksheets, and to run bill processes.
Contracts Project Information	Access to view Related Projects pages, project or activity pages, contract line limit data, and contract line withholding and release information. Note: It is recommended that you associate this permission list with the individual responsible for performing contract pricing, such as the contract administrator.
Contracts Progress Payment Terms	Access to the Progress Payment Terms, Progress Payment Worksheet, and Progress Payment Costs pages. Use these pages to define your progress payment terms, calculate progress payment amounts, and view or modify progress payment inception to date and estimated cost to complete costs for progress payments. Note: It is recommended that you associate this permission list with the individual responsible for performing contract pricing, such as the billing specialist.