Overview

This document describes the steps to create an external role that will grant access to the Project
Financial Management Work Area including the business functions for project definition, project
plan, project budget, and project performance in a read-only mode. This external role can then
also be assigned to a data role template that grants access to projects within a business unit,
organization, etc.

Solution

1. Create a new external role in OIM

For the External Role, the "Role Category Name" should be chosen as "Projects - Job
Roles". 

2. In APM, create a new Application role and configure the role as listed below.

1. Create a new authorization policy

a. Define a name for the policy and specify the principal as the custom role
b. Add the following entitlements as the targets
i. View Project List (to get access to the Project Financial Management
WA)
ii. Review Project Performance
iii. Review Project Performance Health
iv. Manage Project Performance

2. Add following Application Roles

Application Name Application Role

FSCM Project Budget Management
  Project Definition
  Project Plan Management
  Projects Reporting Analysis
OBI Project Budget Transaction Analysis Duty
  Project Costing Transaction Analysis Duty
  Project Foundation Transaction Analysis Duty

3. Link the newly created OIM role with APM role.

Data Role Based Implementation:

If you have data roles in your implementation (pre-R11 implementation ), then you should create
a new data role template with the information given below :

Create a new data role template that is similar to the seeded Project Administrator role
templates. .

1. General Tab:  Provide Template Name, Display Name and Template Group.
2. External Roles: Add the custom role created earlier.
3. Use one of the dimensions as appropriate for your scenario:
 Dimension for Organization: SELECT hro.organization_id, HRO.NAME
ORGANIZATION_NAME FROM  HR_ORGANIZATION_V HRO WHERE
HRO.CLASSIFICATION_CODE = 'PA_PROJECT_ORG'

Column Display names: ORGANIZATION_ID and ORGANIZATION_NAME

 Dimension for Business Unit: SELECT bu.bu_id, bu.bu_name FROM

fun_all_business_units_v bu,fun_business_functions_b bf, fun_bu_usages_v buu
WHERE bu.bu_id = buu.business_unit_id AND bf.business_function_code =
'PROJECT_ACCOUNTING_BF' AND bf.business_function_id = buu.module_id

Column Display names: BU_ID and BUSINESS_UNIT_NAME

4. Naming: As required. Ensure it is correct as this cannot be updated after roles are
generated.
5. Policies: Duplicate the definition as in seeded Project Administrator DRT except for
the actions.

Select Actions as listed below:

Manage Project Budget

Manage Project Forecast
View Project Task Structure
View Project Budget Baseline Version
View Project Budget Working Version
View Project Plan Resource Assignments
View Project in Project List
View Project Key Performance Areas And Notifications for Project
View Project Notes in Project Home
View Project Page Layouts for Project
View Project Partner Organization for Project
View Project Performance Page Layouts for Project
View Project Performance Rules for Project
View Project Plan Type for Project
View Project Resource Breakdown Structures for Project
View Project Schedule in Project Home
View Project Summarized Financial Plan Type for Project
View Project Supplier Organization for Project
View Project Task Structure
View Project Task Structure for Project
View Project Team Members for Project
View Project Transaction Controls for Project
View Project Budget Baseline Version
View Project Budget Working Version
View Project Forecast Approved Version
View Project Forecast Working Version
View Project Plan Resource Assignments
View Project Progress
View Organization Overrides for Project
View Project Additional Information for Project
View Project Asset Assignment for Project
View Project Asset Information for Project
View Project Attachments for Project
View Project Attachments in Project Home
View Project Attributes for Project
View Project Basic Information for Project
View Project Budget and Forecast for Project
View Project Burden Schedule Assignment for Project
View Project Capitalization Options for Project
View Project Classifications for Project
View Project Contract Linkages in Project Home
View Project Costing Currency for Project
View Project Cross Charge for Project
View Project Customer for Project
View Project Directory In Project Home
View Project Financial Performance in Project Home
View Project in Project Home
Generate Project Performance Exceptions
Analyze Project Key Performance Area
Analyze Project Performance
Review Project Performance
Review Project Performance Health
Analyze Project Notes in Project Home?
 Edit Project Key Performance Areas and Notifications For Project

6. Generate Roles.  There should be one role for each project owning organization /
business unit.
Manage Data Access for Users

If you are using Manage Data Access for Users for data security assignments in your
implementation (R11+ implementation ), then follow the steps below to create data security
policy for the newly defined custom (external) role.

1. General information

DB Resource: Project for Table PJF_PROJECTS_ALL_VL

Module: Common with Module Key= PjfCommon

2. Role: Select Custom Role

3. Rule:

Row Set: Multiple Values

Condition: "The project access for table PJF_PROJECTS_ALL_VL for project business
units on which they are authorized as defined in Manage Data Access for Users Page."

4. Actions:

Manage Project Budget

Manage Project Forecast
View Project Task Structure
View Project Budget Baseline Version
View Project Budget Working Version
View Project Plan Resource Assignments
View Project in Project List
View Project Key Performance Areas And Notifications for Project
View Project Notes in Project Home
View Project Page Layouts for Project
View Project Partner Organization for Project
View Project Performance Page Layouts for Project
View Project Performance Rules for Project
View Project Plan Type for Project
View Project Resource Breakdown Structures for Project
View Project Schedule in Project Home
View Project Summarized Financial Plan Type for Project
View Project Supplier Organization for Project
View Project Task Structure
View Project Task Structure for Project
View Project Team Members for Project
View Project Transaction Controls for Project
View Project Budget Baseline Version
View Project Budget Working Version
View Project Forecast Approved Version
View Project Forecast Working Version
View Project Plan Resource Assignments
View Project Progress
View Organization Overrides for Project
View Project Additional Information for Project
View Project Asset Assignment for Project
View Project Asset Information for Project
View Project Attachments for Project
View Project Attachments in Project Home
View Project Attributes for Project
View Project Basic Information for Project
View Project Budget and Forecast for Project
View Project Burden Schedule Assignment for Project
View Project Capitalization Options for Project
View Project Classifications for Project
View Project Contract Linkages in Project Home
View Project Costing Currency for Project
View Project Cross Charge for Project
View Project Customer for Project
View Project Directory In Project Home
View Project Financial Performance in Project Home
View Project in Project Home
Generate Project Performance Exceptions
Analyze Project Key Performance Area
Analyze Project Performance
Review Project Performance
Review Project Performance Health
Analyze Project Notes in Project Home
Edit Project Key Performance Areas and Notifications For Project