Preparing Labor Distribution Accountant Roles

Preparing labor distribution accountant roles involves the following tasks:

1. Granting required data access to labor distribution accountants
2. Enabling access to view person names in OTBI

Granting Required Data Access to Labor Distribution Accountants

To grant required data access to labor distribution accountants:

1. Create labor distribution accountant users and assign them the appropriate (seeded or custom) role.

   See Creating Custom Roles for Projects in the Securing ERP guide for more information.

2. Use the Setup and Maintenance > Users and Security > Manage Data Access for Users page to assign the required data access to labor distribution accountant users, depending on your requirement. See Assign Data Access to Users in the Securing ERP guide for more information.

Enabling Access to View Person Names in OTBI

To enable labor distribution accountants to view person names in OTBI, you must assign a Person security profile to their role, enabling them to view details associated with public persons. To do so:

1. Navigate to Setup and Maintenance, click the chevron adjacent to Setup: Project Financial Management, and select Workforce Deployment. In the list of functional areas that appears, click Users and Security. In the list of Users and Security tasks, search for and click on the Assign Security Profiles to Role task. The Data Roles and Security Profiles page appears.
2. Search for the appropriate labor distribution accountant role and click Edit.
3. Click Next in the Edit Data Role: Role Details page.
4. In the Edit Data Role: Security Criteria page that appears, select View All People in the Public Person > Person Security Profile option to allow users with the role you chose to see person names in OTBI when viewing reports associated with labor costs.
5. Click Review, and then click Submit. The security profile is now assigned. Click Done.