Setting Up Project Billing and Revenue Security for PeopleSoft
Oracle Project Analytics supports security using the supported dimensions in Project Billing and Revenue subject areas.
The following BI Duty Roles are applicable to the Project Costing and Control subject area.
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OBIA_PSFT_PROJECT_EXECUTIVE_ANALYSIS_DUTY
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OBIA_PSFT_PROJECT_MANAGEMENT_ANALYSIS_DUTY
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OBIA_PSFT_PROJECT_DATA_SECURITY
These duty roles control the subject areas and dashboard content to which the user has access. Additionally, they ensure that the data security filters are applied to all the queries.
To define new groups and mappings for users and BI roles, see How to Define New Groups and Mappings for Users and BI Roles.
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. Depending on your security configuration, you need to use any combination of the Project Business Unit or Project dimension that are supported. Based on that, you to change the default installed configuration to match the OLTP security setup.
Project Costing and Control Facts Security Entity | Billing | Revenue | Contract | Funding | Cross Charge- Receiver | Cross Charge - Provider | Cross Charge - Invoice | Cross Charge - Revenue |
---|---|---|---|---|---|---|---|---|
Project Business Unit |
Y |
Y |
N |
Y |
Y |
N |
Y |
Y |
Project Organization |
N |
N |
N |
N |
N |
N |
N |
N |
Expenditure Business Unit |
N |
N |
N |
N |
N |
Y |
N |
N |
Contract Business Unit |
Y |
Y |
Y |
Y |
N |
N |
N |
Y |
Project |
Y |
Y |
N |
Y |
Y |
Y |
Y |
Y |
Resource Organization |
N |
N |
N |
N |
N |
N |
N |
N |
Ledger |
N |
N |
N |
N |
N |
N |
N |
N |
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.
You must enable data security for Project Billing & Revenue in PeopleSoft, based on your PeopleSoft security configuration. If security by Business Unit has been implemented, then follow the Security by Business Unit Section (ignore Security by Projects section); if security by projects has been implemented, then follow the Security by Projects section (ignore Security by Business Unit section) and enable data security initialization blocks listed in sections below. If only one source system is deployed, then you must make sure that all Project Security initialization blocks for other adapters are disabled. If more than one source system is deployed, then you must also enable the initialization blocks of those source systems.
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Expenditure Business Unit List PSFT
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Project Business Unit List Funding PSFT
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Project Business Unit List Invoice PSFT
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Project Business Unit List Revenue PSFT
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Project Contract Business Unit List PSFT
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Project Contract Business Unit List Invoice PSFT
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Project Contract Business Unit List Revenue PSFT
-
Project List Funding PSFT
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Project List Invoice PSFT
-
Project List Revenue PSFT
Securing Project Data By Project/Expenditure/Contract BU Only
If you are securing the Project data by Project /Expenditure/Contract Business Unit only, disable the Project dimension security.
Securing Project Data by Project Dimension Only
If you are securing the Project data by Project dimension only, disable the Project BU dimension security.
- Disable Project Business Unit Security.
- Disable Expenditure Business Unit Security.
- In Oracle BI Administration Tool, select Manage, then Identity, then OBIA_PROJECT_CONTRACT_BUSINESS_UNIT_DATA_SECURITY, then Permissions, then Data Filters, then disable data security filters for all facts except Funding and Contract.