Granting Project Access

While the purpose of all these pages is to provide row-level security, the appearance of the pages varies based on the method of project row-level security that you implement.

This table lists the purpose of each project security method and the actions that you take on the Security Options page (Set Up Financials/Supply Chain, Security, Security Options, Security Options) and Project Security page (Set Up Financials/Supply Chain, Security, Project Security, Project Security) to implement each method:

Security Method Purpose Security Options Page Actions Project Security Page Actions

Team-based security

Grants access to projects based on an employee's membership in a project team.

  1. Select User ID Level Security in the Type of Security group box.

  2. Select Project in the Secured Fields group box.

  3. Select Use list in the Proj Security Type (project security type) field.

View a read-only list of all projects for which the user is a team member, and the member's security profile for each project.

User, tree-based security

Grants access to projects based on selected nodes on a project tree.

  1. Select User ID Level Security in the Type of Security group box.

  2. Select Project in the Secured Fields group box.

  3. Select Use tree in the Proj Security Type field.

Define security for a user. Specify the project tree that the system uses for controlling project security, select nodes (projects) on the tree to grant each user access to specific projects, and select the user's project role on each project.

Permission list, list-based security

Grants access to permission lists that enable users to access projects that are attached to that permission list.

  1. Select Permission List Level Security from the Type of Security group box.

  2. Select Project in the Secured Fields group box.

  3. Select Use list in the Proj Security Type field.

Define security for a permission list. Within a specific permission list to which users have access, specify the business units, project IDs, and project roles.

Permission list, tree-based security

Grants access to permission lists that enable users to access projects that belong to a tree that is attached to that permission list.

  1. Select Permission List Level Security from the Type of Security group box.

  2. In the Secured Fields group box, check Project.

  3. Select Use tree in the Proj Security Type field.

Define security for a permission list. Specify the project tree, project (tree node), and project role.

A user's project security profile further defines the degree and type of access that the user has to project data.

See PeopleSoft Project Costing: Defining Project Security.