Security for Subject Areas
Oracle Project Portfolio Management OTBI organizes reporting metadata into functional areas called subject areas. Subject areas contain folders that include metrics and attributes which are secured by the Oracle Business Intelligence Applications duty roles.
Oracle Project Portfolio Management application job roles are mapped to these business intelligence application duty roles. This ensures that you see only the subject areas based on their business functions. For example, a project billing specialist sees only the Project Billing - Invoices Real Time subject area.
The following table lists the subject area and the corresponding Business Intelligence Applications duty role that's used to secure the subject area:
Subject Area |
Business Intelligence Applications Duty Role |
Additional Information |
---|---|---|
Projects - Period Close Exceptions |
Project Costing Transaction Analysis Duty Grants Management Transaction Analysis Duty |
You must have access to the business unit or projects to view data for this subject area. |
Project Billing - Event Real Time |
Project Contract Billing Event Transaction Analysis Duty |
You must have business unit access to view the data for this subject area. |
Project Billing - Funding Real Time |
Project Contract Invoice Transaction Analysis Duty Project Contract Revenue Transaction Analysis Duty |
You must have business unit access to view the data for this subject area. |
Project Billing - Invoices Real Time |
Grants Management Transaction Analysis Duty Project Contract Invoice Transaction Analysis Duty |
The folders Award, Primary Sponsor, and Institution within this subject area are visible only if you have access to the Grants Management Transaction Analysis Duty role. You must have business unit access to view the data for this subject area. |
Project Billing - Revenue Real Time |
Grants Management Transaction Analysis Duty Project Contract Revenue Transaction Analysis Duty |
The folders Award, Primary Sponsor, and Institution within this subject area are visible only if you have access to the Grants Management Transaction Analysis Duty role. You must have business unit access to view the data for this subject area. |
Project Control - Budgets Real Time |
Grants Management Transaction Analysis Duty Project Budget Transaction Analysis Duty |
The folders Award, Primary Sponsor, and Institution within this subject area are visible only if you have access to the Grants Management Transaction Analysis Duty role. You must have access to the business unit or projects to view data for this subject area. |
Project Control - Forecasts Real Time |
Project Forecast Transaction Analysis Duty |
You must have access to the business unit or projects to view data for this subject area. |
Project Control - Financial Project Plans Real Time |
Project Budget Transaction Analysis Duty |
You must have access to the business unit or projects to view data for this subject area. |
Project Control - Progress Real Time |
Project Progress Transaction Analysis Duty |
You must have access to the business unit or projects to view data for this subject area. |
Project Costing - Actual Costs Real Time |
Grants Management Transaction Analysis Duty Project Costing Transaction Analysis Duty Project Journals Transaction Analysis Duty |
The folders Award, Primary Sponsor, and Institution within this subject area are visible only if you have access to the Grants Management Transaction Analysis Duty role. You must have access to the business unit or projects to view data for this subject area. |
Project Costing - Assets Real Time |
Project Costing Transaction Analysis Duty Project Journals Transaction Analysis Duty |
You must have business unit access to view the data for this subject area. |
Project Costing - Commitments Real Time |
Grants Management Transaction Analysis Duty Project Costing Transaction Analysis Duty |
The folders Award, Primary Sponsor, and Institution within this subject area are visible only if you have access to the Grants Management Transaction Analysis Duty role. You must have access to the business unit or projects to view data for this subject area. |
Project Costing - Expenditure Item Performance Real Time |
Project Costing Transaction Analysis Duty Project Journals Transaction Analysis Duty |
You must have access to the business unit or projects to view data for this subject area. |
Project Costing - Unprocessed Transactions Real Time |
Grants Management Transaction Analysis Duty Project Costing Transaction Analysis Duty |
You must have access to the business unit or projects to view data for this subject area. |
Projects - Labor Distribution Cost Analysis Real Time |
Project Labor Distributions Transaction Analysis Duty |
You must have access to the business unit to view data for this subject area. |
Projects - Labor Schedule Analysis Real Time |
Project Labor Schedules Transaction Analysis Duty |
You must have the appropriate person security to view the data in this subject area. |
Project Management - Opportunity Integration Real Time |
Project Planning Transaction Analysis Duty |
You can view the projects data for which you're the project manager on the Manage Project Resources page for the project. |
Project Management - Planning Real Time |
Project Planning Transaction Analysis Duty |
You can view the projects data for which you're the project manager on the Manage Project Resources page for the project. |
Project Management - Change Management Real Time |
Project Change Management Transaction Analysis Duty |
You can view all the data in this subject area if you're the creator or owner of the change order. |
Project Management - Project Hierarchy Real Time |
Project Hierarchy Transaction Analysis Duty |
You can view all the data in this subject area for the projects connected to elements that you own or for which you can delegate rights. |
Project Management - Project Resources Real Time |
Project Planning Transaction Analysis Duty |
You can view all the data in this subject area if you have access to the subject area. |
Project Management - Project Work Items Real Time |
Project Work Items Transaction Analysis Duty |
You can view the projects data for which you're the project manager on the Manage Project Resources page for the project. |
Project Management - Requirements Real Time |
Project Requirements Transaction Analysis Duty |
You can view all the data in this subject area if you have access to the subject area. |
Project Management - Task Management Real Time |
Task Management Transaction Analysis Duty |
You can view data in this subject area if you're the owner or the creator of the tasks. |
Project Resource Management - Resource Management Real Time |
Project Resource Management Transaction Analysis Duty |
You can view all the data in this subject area if you have access to the subject area. |
Projects - Cross Subject Area Analysis Real Time |
Project Budget Transaction Analysis Duty Project Contract Invoice Transaction Analysis Duty Project Contract Revenue Transaction Analysis Duty Project Costing Transaction Analysis Duty Project Foundation Transaction Analysis Duty Grants Management Transaction Analysis Duty |
You must have access to the business unit or projects to view data for this subject area. |
Projects - Grants Management - Award Analysis Real Time |
Grants Management Transaction Analysis Duty |
You must have access to the contract or award business unit, or awards to view data for this subject area. |
Projects - Grants Management - Award Funding Real Time |
Grants Management Funding Analysis Duty |
You must have access to the contract or award business unit, or awards to view data for this subject area. |
Project Management - Project Issues Real Time |
Project Issue Transaction Analysis Duty |
You can view all the data in this subject area if you have access to the subject area. |
Project Resource Management - Resource Pool Real Time |
Project Resource Management Transaction Analysis Duty |
You can view all the data in this subject area if you have access to the subject area. |
Project Management - Baseline Versions Real Time |
Project Planning Transaction Analysis Duty |
You can view the projects data for which you're the project manager on the Manage Project Resources page for the project. |
Projects - Performance Reporting Real Time |
Project Performance Reporting Transaction Analysis Duty |
You can view all the data in this subject area if you have access to the subject area. |
Projects - Program Performance Reporting Real Time | Project Program Analysis Duty Project Financial Application Administration Duty |
You can view all the public programs and the programs that you own, contribute, or you are invited to as a stakeholder. |
Projects - Funding Pattern Analysis Real Time | Grants Management Funding Analysis Duty |
Mapping Business Intelligence Duty Roles and Oracle Application Job Roles
Oracle Project Portfolio Management application job roles inherit Oracle Transactional Business Intelligence application duty roles so that correct data is visible to relevant users. For example, project accountants can view project cost data for the expenditure organization that they're responsible for.
The following table lists the Oracle Transactional Business Intelligence application duty roles and corresponding Oracle Project Portfolio Management application job roles that inherit these duties.
Business Intelligence Application Duty Role |
Oracle Application Job Role |
---|---|
Grants Management Funding Analysis Duty |
Grants Accountant Grants Administrator Grants Department Administrator Principal Investigator |
Grants Management Transaction Analysis Duty |
Grants Accountant Grants Administrator Grants Department Administrator Principal Investigator |
Project Budget Transaction Analysis Duty |
Grants Accountant Grants Administrator Grants Department Administrator Principal Investigator Project Accountant Project Administrator Project Manager |
Project Change Management Transaction Analysis Duty |
Project Execution Team Collaborator |
Project Contract Invoice Transaction Analysis Duty |
Grants Accountant Grants Administrator Grants Department Administrator Principal Investigator Project Accountant Project Administrator Project Billing Specialist Project Manager |
Project Contract Revenue Transaction Analysis Duty |
Grants Accountant Grants Administrator Grants Department Administrator Principal Investigator Project Accountant Project Administrator Project Manager |
Project Costing Transaction Analysis Duty |
Grants Accountant Grants Administrator Grants Department Administrator Principal Investigator Project Accountant Project Administrator Project Manager |
Project Labor Distributions Transaction Analysis Duty |
Labor Distribution Accountant |
Project Labor Schedules Transaction Analysis Duty |
Labor Distribution Administrator |
Project Foundation Transaction Analysis Duty |
Grants Accountant Grants Administrator Grants Department Administrator Principal Investigator Project Accountant Project Administrator Project Manager |
Project Hierarchy Transaction Analysis Duty |
Project Executive |
Project Journals Transaction Analysis Duty |
Grants Accountant Project Accountant |
Project Planning Transaction Analysis Duty |
Project Execution |
Project Progress Transaction Analysis Duty |
Grants Administrator Grants Department Administrator Principal Investigator Project Administrator Project Manager Team Collaborator |
Project Requirements Transaction Analysis Duty |
Project Manager |
Project Resource Management Transaction Analysis Duty |
Resource Manager |
Project Work Items Transaction Analysis Duty |
Project Execution |
Task Management Transaction Analysis Duty |
Team Collaborator |
Project Contract Billing Event Transaction Analysis Duty |
Grants Accountant Grants Administrator Grants Department Administrator Principal Investigator Project Accountant Project Administrator Project Billing Specialist Project Manager |
Project Issue Transaction Analysis Duty |
Project Execution Team Collaborator Project Executive |
Project Performance Reporting Transaction Analysis Duty |
Project Accountant Project Administrator Project Manager |
Project Program Analysis Duty |
Program Manager Project Executive Project Application Administrator Employee |
Project Financial Application Administration Duty | Program Manager Project Executive Project Application AdministratorEmployee |