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The Experts in Oracle Projects SM
Securing your Oracle Projects Environment
Presented by Neeraj Garg
Vice President, Client Services
About Project Partners, LLC
Founded in 1997 by former chief architect of Oracle Projects
Former Oracle developers, consultants, support technicians and marketing personnel
~200 successful customers
Expert services
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OP3 Pre-packaged bi-directional integration between
Primavera and Oracle Projects Used by TKCC USACE, Iraq PCO, Bollinger Shipyards
and more….
Project Information Center (PIC) PIC-User Interface: MS-Excel based UI Custom Dashboards and Reporting Invoice Consolidation and Printing Used by KCI, DAI, ASRC, Abt Associates and more…
Securing your Projects Environment
Existing Security Model for Project Accounting Responsibility Based Security
Additional Security Options for new modules Role Based Security Organization Authority HR Security Profile Other Securing Elements
Oracle Projects Security Basics
Function Security Functions – Basic Building Blocks Functions included in menus to form lists Menus assigned to Responsibilities and Roles
to provide access Organization Security
For People with Organization Roles Access to functions across all projects or
resources in assigned Organization/s
Security for Project Accounting Forms
Responsibility Based Function Security Profile Options for Cross-Project Users Client Extension
New Security Models
Role Based Security Organization Authority HR Security Profiles Other Securing Elements
Role Based Security
Limit access to Project Data and Functions based on Role played on Project
Responsibility provides list of functions (Where you can go)
Project Manager – Project List Team Member – Team Member Home
Role determines what you see and what you do there Project Manager – Access Project,
Update workplan, Budgets, etc. Team Member – See Tasks assigned to,
Review Documents, Issues, etc.
Role Based Security – Role Definition
Role Based Security – By Project Status
Setting up Role Based Security
1. Determine Roles that will access the application Setup Roles
2. Determine what application areas each role needs
Setup Responsibilities with appropriate menus
3. Define what functions each role can play in various project states
Setup menus appropriate to each role/state Assign Menus to Roles/States
Where to use Role Based Security
Primarily used for access to Oracle Project Management
Standard Roles Project Manager Project Administrator/Accountant Team Members
Role Based Security - Backup
If Role based security is NOT setup Responsibility based security automatically
comes into play Functions within Responsibility menu control
project access
Organization Security
Providing access to Projects, Resources and Organization based roll-up information based on Organization Role
Organization Managers Resource Supervisors Staffing Managers
Not feasible to setup all these people with Roles on Projects
Supervisors/Staffing managers – not directly associated with Projects and accountable for One/More Organizations resources
Organization Security - Models
Two Models for Implementing Organization Security:
Organization Authority Oracle Project Management Oracle Project Resource Management
HR Security Profiles Oracle Project Intelligence
Organization Authority
Two Primary Functions In Organization Authority Project Authority – For Project Access in Oracle
Project Management Resource Authority – For Resource Access in Oracle
Resource Management Users assigned access to one or more
Project/Resource Organizations for access to update projects or manage staffing for resources
Roles like Project Admins/Accountants, Staffing Managers, Organization Managers, etc.
Organization Authority
Organization Authority
Project Authority Allows access to all projects owned by assigned
Organizations Resource Organization
Allows access to staffing managers to manage staffing for all resources in assigned organization
Primary Contact specifies which staffing manager will be the primary contact for staffing approvals for the give organization.
HR Security Profile
A listing of organizations or all organizations under an identified node of an organization hierarchy.
Security profile assigned to a personal profile options for a user
Used in Oracle Project Intelligence User has access to Intelligence information
starting for all organizations included in the profile
HR Security Profile
Other Securing Elements: Project Access
Project Access Flag on Project for Secured Project Enterprise Projects
Secured Flag not checked Queryable in Project List by any user with access People with no role assigned default guest role and
can see project data based on guest role menu Secured Project
Accessible by people with roles on project only
Other Securing Elements: Project Access
Other Securing Elements: Budget Update
Control Access to Update Budget Secures updates to Budgets after initial Baseline Allows for controlling updates via Change Orders If setup to control updates after initial baseline
NO user is able to make budget updates Only updates allowed through Approved Change
Orders
Other Securing Elements: Budget Update
Other Securing Elements: Labor Cost
Controls visibility to Labor Costs in Projects Controlled via Profile Option in
Responsibility based security Uniformly applied in Forms
Controlled via Role-based access for HTML Inconsistently used in HTML
Used in some screens in Workplans and Budgets and Forecasts
Not used in Project Performance Reporting
Other Securing Elements: Labor Cost
Security – Summary
Various Security Models Allows for designing a complete security
solution for your implementation
Now
Go Forth and Secure your Project
Other Oracle Projects Sessions Today
Implementing Oracle Projects for Professional Services at NetAPP – Marty Mayer 2:30 PM; 208
Securing your Projects in Oracle Projects – Neeraj Garg 4:00 PM; 206
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For More Information
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Project Partners, LLC
Phone: 650.712.6200
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