Planning and Consolidation Application Roles

The following roles apply to planning, consolidation, and tax reporting applications only. See Administering Oracle Profitability and Cost Management Cloud for information on assigning data grants from the Profitability and Cost Management application.

By default, only Service Administrators and Power Users can access Data Management to work on the data integration process. To enable users with the User or Viewer identity domain role to participate in the integration process, Service Administrators should assign Data Management roles (Create Integration, Run Integration, and Drill Through) to them.

Approvals Administrator

Resolves approval issues by manually taking ownership of the process. Comprises the Approvals Ownership Assigner, Approvals Process Designer, and Approvals Supervisor roles.

Typically, this role is assigned to business users in charge of a region who need to control the approvals process for the region but do not require the Planning Administrator role. They can perform these tasks:

  • Control the approvals process

  • Perform actions on Planning units to which they have write access

  • Assign owners and reviewers for the organization under their charge

  • Change the secondary dimension or update validation rules

Approvals Ownership Assigner

Performs all tasks that users with the Planner role can complete. Additionally, performs the following tasks for any member of the planning unit hierarchy to which the user has write access:

  • Assign owners

  • Assign reviewers

  • Specify users to be notified

Approvals Process Designer

Performs all tasks that users with the Planner and Approvals Ownership Assigner role can complete. Additionally, performs the following tasks for any member of the planning unit hierarchy to which they have write access:

  • Change secondary dimensions and members of entities to which the user has write access

  • Change the scenario and version assignment for a planning unit hierarchy

  • Edit data validation rules of data forms to which the user has access

Approvals Supervisor

Performs the following tasks for any member of the planning unit hierarchy to which the user has write access even if the user does not own the planning unit. This user cannot change data in planning units that the user does not own.

  • Stop and start a planning unit

  • Take any action on a planning unit

Ad Hoc Grid Creator

Creates, views, modifies, and saves ad hoc grids.

Ad Hoc User

Views and modifies ad-hoc grids and performs ad hoc operations. Ad Hoc Users cannot save ad-hoc grids.

Ad Hoc Read Only User

Performs all ad hoc functions, but cannot write back into ad hoc grids or load data using Data Management.

Mass Allocation

Runs mass allocation rules within form grids.

Task List Access Manager

Assigns tasks to other users.

Create Integration

Uses Data Management to create mappings to integrate data between source and target systems. Users can define data rules with various run time options.

Run Integration

From Data Management, executes data rules with runtime parameters and views execution logs.

Drill Through

Drills through to the source system of the data.