Setting Up Project Cost and Control Security for PeopleSoft
Oracle Project Analytics supports security over the supported dimensions in Project Costing and Project Control subject areas.
The following BI Duty Roles are applicable to the Project Costing and Control subject area.
-
OBIA_PSFT_PROJECT_EXECUTIVE_ANALYSIS_DUTY
-
OBIA_PSFT_PROJECT_MANAGEMENT_ANALYSIS_DUTY
-
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.
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.
To enable data security for Project Cost and Control in PeopleSoft, based on your PeopleSoft security configuration enable PeopleSoft data security initialization blocks listed below and make sure the initialization blocks of all other source systems are disabled. If more than one source system is deployed, then you must also enable the initialization blocks of those source systems.
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.
Project Costing and Control FactsSecurity Entity | Cost | Commitment | Budget | Forecast |
---|---|---|---|---|
Project Business Unit |
Y |
Y |
Y |
Y |
Project Organization |
N |
N |
N |
N |
Expenditure Business Unit |
N |
N |
N |
N |
Contract Business Unit |
N |
N |
N |
N |
Project |
Y |
Y |
Y |
Y |
Resource Organization |
N |
N |
N |
N |
Ledger |
N |
N |
N |
N |
Implementing Security by Business Unit
If you are securing the Project data by Project/Expenditure Business Unit only, then follow the steps below to disable the Project dimension security.
Init Blocks:
-
Project Business Unit List Budget PSFT
-
Project Business Unit List Costing PSFT
-
Project Business Unit List Forecast PSFT
-
Expenditure Business Unit List PSFT
Implementing Security by Project
If you are securing the Project data by Project dimension only, then follow the steps below to disable the Project BU dimension security.
Init Blocks:
-
Project List Budget PSFT
-
Project List Costing PSFT
-
Project List Forecast PSFT
- Disable Project Business Unit Security.
- Disable Expenditure Business Unit Security