Understanding Project Security

At the project level, you can define security in Project Costing as:

  • Tree-based security that grants access to projects based on the project tree hierarchy.

  • List-based security that grants access to individual projects, regardless of their positions on a tree.

  • Team-based security that grants access to projects based on an employee's membership in a project team.

By combining PeopleTools and Project Costing security types, four methods for implementing project row-level security are possible. You can use only one of these methods to secure Project Costing data:

  • Team-based security.

  • User, tree-based security.

  • Permission list, tree-based security.

  • Permission list, list-based security.

Additionally, the project security profile further defines security for these four security types. The security profile is associated with a project role, and is the ultimate authority for determining access to project data. When you implement project row-level security, security profiles control read/write access to projects, activities, and transactions. Project team members with the same project security profile have access to the same data.