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How to enable Organization level security in Oracle

Projects
13/02/2016

Oracle R12 Implementation
Oracle Project Accounting
Kaushal Dixit
Oracle EBS Project Accounting
xxxxxxxx@tcs.com

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.Table of Content 1......................................................................................... Proposed Solution ................................................................. 6 TCS Internal 3 ............................................................... Organization hierarchy and security requirement – An example ............. Introduction ................ 5 3..................................................................................... 4 2........................................................

1. TCS Internal 4 . This is particularly more relevant in implementations in countries like India or USA where oracle org hierarchy includes multiple project owning orgs under one country level operating unit. companies are often in need to secure project owning org specific projects data which can be achieved through the functionality explained in further sections. Introduction This document explains how to enable organization level security in oracle project accounting. This setup provides access to organization specific project data even without key member or role based project security. but org level security is another feature which can be used for organizations with such a requirement. Since oracle standard functionality works with OU level (responsibility) security. Key Member and Role based security is well known security concept of Oracle Projects.

Business wants to maintain data security between different project owning orgs (Sales Offices). Sales rep or District Manager of one district should be able to access their own district's projects only. Organization hierarchy and security requirement – An example A typical business unit with operations across US (or any other country) would have org structure similar to this: The data security requirements can be summarized as: • • • Territory Manager should be able to access data for all the districts/offices in the territory and corporate users should have access to everything The business intends to maintain data security between different districts’ Project data i.2. TCS Internal 5 .e.

and check Project Authority flag TCS Internal 6 .3. 3) Start Organization : Provide Sales Office Org name a sales office access. Proposed Solution based upon Organization Authority • • • • • Oracle Project Organization hierarchy to include 2 addition layers of territory and district between Operating Unit and Project Owning Org (Sales Office) District level User will be provided org authority to all project owning orgs in a particular district.e. provide district org name if required for district and similarly for territory. The steps to provide org authority are described below: 1) Navigation : Project SuperUser> Setup > Resources and Organization > Organization Authority > Provide Employee Name and Click ‘Add Organizations’ 2) Provide Details of Project Hierarchy and Version. Territory level users will be provided org authority to all project owning orgs in a particular territory The responsibility assigned to users will not have cross project view access i. they will not be able to projects for which they are neither key members nor have org authority Corp users can be provided with Super User responsibilities.

TCS Internal 7 .

8) This setup will provide access to project data even if user is not a key member on the project. 5) Similar setup can be done at org level or territory level to restrict data at respective levels 6) Once this setup is done. TCS Internal 8 . authorized user will be able to access project data belonging to authorized orgs even if the profile Option ‘PA: Cross Project User – View’ and ‘PA: Cross Project User – Update’ value are kept as ‘No’ 7) Since above mentioned profile option value is ‘No’. we selected Ohio District which in turn selected all sales office orgs under Ohio District.4) In the above mentioned example. no unauthorized user will have access to project data even if he/she has the responsibility.

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