1. Implementing Joint Venture Management
  2. Before Users Can View and Work with the BI Publisher Catalog for Oracle Joint Venture Management

Before Users Can View and Work with the BI Publisher Catalog for Oracle Joint Venture Management

Before a joint venture accountant can view the BI Publisher catalog for Joint Venture Management and make changes to the report layout, a BI administrator must perform these tasks:

  • In the Catalog, click Shared folders, Financials, and then copy the Joint Venture Management folder to the Custom folder.
  • Give the joint venture accountant user permissions to view and work with the copied folder:

    1. Access the BI Publisher Catalog and navigate to this folder: Custom, Financials. On the right pane, click More under the Joint Venture Management folder and select Permissions. Alternatively, you can select the folder and click Permissions in the Tasks region.

    2. On the Permissions dialog, click Create users/roles.

    3. Search for and select the joint venture accountant user and provide the user with permissions to subfolders and items within the folder as illustrated in the following example:

      This image shows the Permissions dialog with Full Control selected for the Joint Venture Accountant user and the following check boxes selected for this user: Apply permissions to sub-folders; Apply permissions to items within folder.

    4. To refresh metadata changes with the addition of new permissions, click My Profile and select Administration. Then, click Reload Files and Metadata.