Oracle Project Analytics - Project Manager Security Implementation

Question

Has anyone implemented a security scenario for Project Managers, such that they can only see the information associated to their projects when using EBS as the source? If so,
- How did you identify the relationship between project managers and their projects? Did you use an initialization block and pull this information in from EBS?
- Where did you define the security/filtering configuration so that they were limited on what they could see?
- Did you create a custom responsibility for 'Project Managers' and have them access a set of Project Manager dashboard/reports that followed the Project Manager security model?
Thanks in advance.
k
Please note that I have posted this same question/thread in the BI Apps forum. I didn't want to duplicate effort, but I know different users may only come to this forum. The link to the original thread is below:
BI Apps Forum Thread
Oracle Project Analytics - Project Manager Security Implementation

Answer 1

Coolmesh84,
Thanks for the great info and reply. This makes complete sense to me, but I just want to make sure I am clear on a couple points:
+1. Use an initialization box to filter the user's emp id+
You mean use an init block to pull the users employee id and store it in a session variable correct? The session variable will then be used later as part of the filter criteria.
*2. and add a filter to the required dimension table in business layer to filter based on the project_manager_id column for the project manager group.+*
To implement the step above, would you follow theses steps:
1. Go to Manage->Security
2. Under Groups, select the group planned to be utilized for this filter (in this case I double clicked the Project Manager group).
3. I then Click permissions button for this group
4. Go to the Filters tab of the window that pops up
5. Add a filter, go to BMM tab and select the Project dimension and then define a filter for Proj Mgr Id = nqsession.employeeid
+3. Ideally you should be able to use the OOTB project manager group for this security.+
This is a good point, but a few more questions here - There are a number of Project related groups (see below) in the out of box Oracle BI Apps RPD and all of them essentially roll up to the super group 'Operating Unit Org-based Security'. Is there a best practice or preferred approach for utilizing these groups as they related to Oracle EBS v12? Is there any good documentation out there to see what the intended use and setup is for these groups? Do all of these groups relate back to an EBS Responsibility? I have read through the OBIA Security Configuration document and basically all it says is to enable the operating unit org initilization block and thats all .. not really all that helpful.
Thanks again - k
Project Executives
- Project Billing Super User
- Project Costing Super User
- Project Super User
- Projects Implementation Super User
Project Managers
- Projects Implementation Super User
- Project Administrator
- Project Manager
- Staffing Manager
- Operations Manager
- Project Super User
- Resource Manager
Project Team Member
Edited by: user_K on Nov 22, 2010 5:10 PM