Enable and Secure Program Performance Advisor

This topic provides the setup and security steps required to make Program Performance Advisor available to users.

Before you start

Confirm that your environment includes:

• The Project Financial Management offering.
• Access to the Opt In UI.
• Access to the Security Console.

Steps to Enable the Feature

1. Open the Opt In UI.
2. Enable Project Program Analysis and Action Plan Generation.
3. Save your changes.

Steps to Secure Access

1. Navigate to Navigator > Tools > Security Console and select Roles.
2. Search for the job role that you want to use with the feature.
3. Open the role and select Edit Role.
4. On the Basic Information page, select Enable Permission Groups, and confirm the change.
5. Open the Role Hierarchy step.
6. If required, add the feature-specific duty role and any required runtime duty role on the Roles and Permission Groups tab.
7. Select Summary, then Save and Close.

Custom Roles

If your organization uses custom roles, add the appropriate feature-specific AI assistance duty role to those custom roles and then enable permission groups for those roles in the Security Console. For details on doing so, see Creating Custom Roles to Enable Access to Project Financial Control Agents.

Access Requirements

Users need the following:

• Program Performance Advisor (ORA_PJS_PROGRAM_PERFORMANCE_ADVISOR_DUTY) duty role.
• Manage Project Program (PJS_MANAGE_PROJECT_PROGRAM) privilege.

These are included in the seeded Program Manager job role.

Note: Both new and existing customers must opt in to use this feature. Once the feature is enabled, users with the required access can immediately review program insights.