Enable Access to the Project Proposal Generation Assistant

This topic provides the setup and security guidance needed to use the feature, including opt-in, permission groups, and required privileges.

Before You Start

Make sure the Project Proposal Generation feature is opted in for Project Financial Management and that the users who will use it have the required permission groups and privileges.

Steps to Enable Access to the Project Proposal Generation Assistant

1. Open Setup and Maintenance and enable the Project Proposal Generation feature opt-in for Project Financial Management.
2. In Security Console, enable the required permission groups for each role that will use the feature.
3. Grant the following required privileges:
   • Manage Project Proposal (PJF_MANAGE_PROJECT_PROPOSAL_PRIV)
   • Manage Project Proposal Data (PJF_MANAGE_PROJECT_PROPOSAL_DATA)
   • Project Proposal Generation Assistant (ORA_PJF_PROJECT_PROPOSAL_GENERATION_ASSISTANT_DUTY)

Note: For custom roles, add the appropriate feature-specific AI assistance duty role and then enable permission groups for those roles. For more information, see Creating Custom Roles to Enable Access to Project Financial Control Agents