Overview of User Creation and Role Provisioning

Manage users, user accounts, and provision roles to project labor resources using the Manage User Provisioning page or the Manage Project Enterprise Resources page. It's recommended that you use the Manage Project User Provisioning page.

Page	It Enables You To
Manage Project User Provisioning	Create and manage project users and user accounts for project enterprise labor resources. Tip: You can provision Project Application Administrator role to users. Project application administrators can initiate the provisioning process for remaining project enterprise labor resources. Provision and manage job or abstract roles to project enterprise resources. When managing roles, it's important that you wait until the previous provisioning request for a resource is complete before you add or remove roles for the resource. Set roles that must be provisioned by default. Monitor user account and role provisioning statuses.
Manage Project Enterprise Resources	Create project enterprise resources directly or from HCM persons. And, request user accounts for project enterprise resources. If you create a project enterprise resource from HCM, you can choose to provision default project roles. Tip: When you create project enterprise resources using this page, only the default roles are provisioned. Use the Manage Project User Provisioning page to provision other roles. Manage personal details such as calendars, make resources eligible for project assignments to fulfill project resource requests, and specify rate details.

Page

It Enables You To

Manage Project User Provisioning

Create and manage project users and user accounts for project enterprise labor resources.

Tip: You can provision Project Application Administrator role to users. Project application administrators can initiate the provisioning process for remaining project enterprise labor resources.
Provision and manage job or abstract roles to project enterprise resources. When managing roles, it's important that you wait until the previous provisioning request for a resource is complete before you add or remove roles for the resource.
Set roles that must be provisioned by default.
Monitor user account and role provisioning statuses.

Manage Project Enterprise Resources

Create project enterprise resources directly or from HCM persons. And, request user accounts for project enterprise resources. If you create a project enterprise resource from HCM, you can choose to provision default project roles.

Tip: When you create project enterprise resources using this page, only the default roles are provisioned. Use the Manage Project User Provisioning page to provision other roles.
Manage personal details such as calendars, make resources eligible for project assignments to fulfill project resource requests, and specify rate details.

When you create users and provision roles, the application sends:

A request for a user account to Oracle Identity Management application.
An email notification to the resource after the provisioning is successful.

Enable a Resource for Use in Project Financial Management

A resource must have a work relationship in HCM before the resource can be used in Project Financial Management. So, if you're creating a resource from the Manage Project Enterprise Resources page without using the Create from HCM person option or from the Manage Project User Provisioning page, you must define a work relationship in HCM. Here are the steps to define a work relationship for a resource:

Open My Client Groups > Person Management.
Search for the resource.
Click the resource name link. The Person Management page opens.
Open the Tasks panel and click Create Work Relationship.
Complete the steps in the wizard and then click Submit.

Job and Abstract Roles

You can provision predefined job and abstract roles or provision custom roles to project labor resources.

Here's the list of predefined job roles.

Role	Description
Project Application Administrator	Collaborates with project application users to maintain consistent project application configuration, rules, and access.
Project Execution	Manages projects in Project Execution Management applications. Manages issues, deliverables, changes, and the calendar.
Resource Manager	Manages a group of project enterprise labor resources. Monitors the utilization of resources and manages the assignment of resources to work on projects. Collaborates with project managers to find suitable resources to fulfill project resources requests.
Team Collaborator	Performs, tracks, and reports progress on project and nonproject work. Collaborates with other team members or project managers to perform project tasks and to-do tasks. Manages issues, deliverables, changes, and the calendar.
Project Executive	Establishes key performance indicators and other project performance criteria for a business area or organization. Manages business area performance. Owns profit and loss results for an organization, service line, or region.

In addition to these predefined roles, you can create and provision custom roles. For example, create a Custom Team Member role that contains a different set of security permissions than the Team Member role.

Specify Default Role Assignments

Specify project-related predefined and custom roles that must be provisioned by default.

Open the Manage Project User Provisioning page > Default Provisioning Attributes tab > Default Role Assignments section, and select the roles.
Select Automatically provision roles when mass creating project enterprise labor resources.

By default, the application assigns these roles when creating project enterprise labor resources using:

Manage Project Enterprise Resources page
Import Project Enterprise Resource process
Maintain Project Enterprise Labor Resources process
Project Enterprise Resource External Service SOAP service