Setting Up Project Resource Management Security for PeopleSoft
Enable data security for Project Resource Management in PeopleSoft based on your PeopleSoft security configuration. That is, if security by Business Unit has been implemented, then you must follow the Security by Business Unit Section (ignore Security by Projects section); if security by projects has been implemented, then you must follow the Security by Projects section (ignore Security by Business Unit section) and enable data security initialization blocks.
Depending on your security configuration, you need to use any combination of either Project Business Unit or Project dimension. Based on that, you need to change the default configuration to match the OLTP security setup. You must disable Project Security initialization blocks for other adapters. 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.
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.
Project Analytics supports security using following dimensions in Project Resource Management subject areas.
Project Resource Management Facts Securing Entity | Resource Availability | Resource Requirement | Resource Utilization Assignment | Resource Utilization Capacity | Resource Utilization Expected | Employee Job/Competency |
---|---|---|---|---|---|---|
Project Business Unit |
N |
Y |
Y |
N |
Y |
N |
Project Organization |
N |
N |
N |
N |
N |
N |
Expenditure Business Unit |
N |
N |
N |
N |
N |
N |
Contract Business Unit |
N |
N |
N |
N |
N |
N |
Project |
N |
Y |
Y |
N |
Y |
N |
Resource Organization |
N |
N |
N |
N |
N |
N |
Ledger |
N |
N |
N |
N |
N |
N |
The following BI Duty Roles are applicable to the Project Resource Management subject area.
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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.
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If you are securing the project data by business unit only, then disable the project dimension security.
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If securing the project data by project dimension only, then disable the project business unit security.
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For business unit: Project Business Unit List RM PSFT
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For project: Project List RM PSFT