1. Project Financial Control Agent Assistants
  2. Set Up Access and Security for the Project Billing and Revenue Event Creation Assistant

Set Up Access and Security for the Project Billing and Revenue Event Creation Assistant

This topic provides setup and security guidance for granting users access to the Project Billing and Revenue Event Creation Assistant.

Required Roles

Users must be assigned the predefined Customer Contract Administrator and Project Billing Specialist roles, or a custom role copied from these predefined roles.

The Project Billing and Revenue Event Creation Assistant is available as a preconfigured template. You must create your own agent team from the template, configure security, test the assistant, and publish the agent team before users can access it.

Required Functional Privileges for a Custom Role

If you use a custom role, add these functional privileges:
  • View Contract (OKC_VIEW_CONTRACT_PRIV)
  • Manage Project Billing Event (PJB_MANAGE_PROJECT_BILLING_EVENT_PRIV)
  • Maintain Project Contract Revenue (PJB_MAINTAIN_PROJECT_CONTRACT_REVENUE_PRIV)

Required Data Security

Grant access on the Business Unit data resource.

Use this configuration:
  • Data Resource: Business Unit
  • Action: Manage Project Billing Event
  • Condition: Access the business units for which the user is explicitly authorized

Required Duty Roles

Add these duty roles to the custom role:
  • Project Contract Invoice Management (ORA_PJB_PROJECT_CONTRACT_INVOICE_MANAGEMENT_DUTY)
  • Project Contract Revenue Management (ORA_PJB_PROJECT_CONTRACT_REVENUE_MANAGEMENT_DUTY)

Required Permission Group Access

In the Basic Information section of the predefined or custom role, ensure that Enable Permission Groups is selected.

In the Permission Groups section, add this permission group:
  • read:Project Contract Billing Event Type (oraErpCoreProjectCommonSetup_ProjectContractBillingEventType_read)

Required User Setup

The user must have the appropriate Resource Role and Organization setup in Manage Users to access contracts in the relevant business units.

Associate the Role with the Agent Team

  1. Go to Navigator > Tools > AI Agent Studio.
  2. Open Agent Teams.
  3. Edit the agent team that contains the Project Billing and Revenue Event Creation Assistant.
  4. Click the Agent Team Settings icon.
  5. Open the Security tab.
  6. Add the predefined or custom role.
  7. Apply your changes.
  8. Update and publish the agent team.