The Experts in Oracle Projects SM Securing your

The Experts in Oracle Projects SM Securing your Oracle Projects Environment Presented by Neeraj Garg Vice President, Client Services

About Project Partners, LLC n n Founded in 1997 by former chief architect of Oracle Projects Former Oracle developers, consultants, support technicians and marketing personnel n n ~200 successful customers n Expert services n Products to extend Oracle’s solutions

Our Services n Implementation n Extensions n n n Full Projects Suite Financials & Projects Library of proven successes for E&C, Govt Contractors, Prof Services industries Conversions Upgrades Training Premium Support

Our Products n OP 3 n n n Pre-packaged bi-directional integration between Primavera and Oracle Projects Used by TKCC USACE, Iraq PCO, Bollinger Shipyards and more…. Project Information Center (PIC) n n 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 n Existing Security Model for Project Accounting n n Responsibility Based Security Additional Security Options for new modules n n Role Based Security Organization Authority HR Security Profile Other Securing Elements

Oracle Projects Security Basics n Function Security n n Functions – Basic Building Blocks Functions included in menus to form lists Menus assigned to Responsibilities and Roles to provide access Organization Security n n For People with Organization Roles Access to functions across all projects or resources in assigned Organization/s

Security for Project Accounting Forms n Responsibility Based Function Security n Profile Options for Cross-Project Users n Client Extension

New Security Models Role Based Security n Organization Authority n HR Security Profiles n Other Securing Elements n

Role Based Security n n Limit access to Project Data and Functions based on Role played on Project Responsibility provides list of functions (Where you can go) n n n Project Manager – Project List Team Member – Team Member Home Role determines what you see and what you do there n n 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 n Setup Roles 2. Determine what application areas each role needs n Setup Responsibilities with appropriate menus 3. Define what functions each role can play in various project states n Setup menus appropriate to each role/state n Assign Menus to Roles/States

Where to use Role Based Security n Primarily used for access to Oracle Project Management n Standard Roles n Project Manager n Project Administrator/Accountant n Team Members

Role Based Security - Backup If Role based security is NOT setup n n n Responsibility based security automatically comes into play Functions within Responsibility menu control project access

Organization Security n Providing access to Projects, Resources and Organization based roll-up information based on Organization Role n n n 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 n n Two Models for Implementing Organization Security: Organization Authority n n n Oracle Project Management Oracle Project Resource Management HR Security Profiles n Oracle Project Intelligence

Organization Authority n Two Primary Functions In Organization Authority n n n 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 n Roles like Project Admins/Accountants, Staffing Managers, Organization Managers, etc.

Organization Authority

Organization Authority n Project Authority n n Allows access to all projects owned by assigned Organizations Resource Organization n n 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 n n 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 n Flag on Project for Secured Project n Enterprise Projects n n 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 n Accessible by people with roles on project only

Other Securing Elements: Project Access

Other Securing Elements: Budget Update n Control Access to Update Budget n Secures updates to Budgets after initial Baseline n Allows for controlling updates via Change Orders n If setup to control updates after initial baseline n n 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 n n Controls visibility to Labor Costs in Projects Controlled via Profile Option in Responsibility based security n n Uniformly applied in Forms Controlled via Role-based access for HTML n Inconsistently used in HTML n n Used in some screens in Workplans and Budgets and Forecasts Not used in Project Performance Reporting

Other Securing Elements: Labor Cost

Security – Summary n n 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 n Implementing Oracle Projects for Professional Services at Net. APP – Marty Mayer n n 2: 30 PM; 208 Securing your Projects in Oracle Projects – Neeraj Garg n 4: 00 PM; 206

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