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 Administrator

Employee