The Experts in Oracle Projects SM

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The Experts in Oracle Projects SM
Securing your Oracle Projects Environment
Presented by Neeraj Garg Vice President, Client
Services
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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
• Products to extend Oracles solutions

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Our Services

• Implementation
• Full Projects Suite
• Financials Projects
• Extensions
• Library of proven successes for EC, Govt
  Contractors, Prof Services industries
• Conversions
• Upgrades
• Training
• Premium Support

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Our Products

• 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

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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

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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

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Security for Project Accounting Forms

• Responsibility Based Function Security
• Profile Options for Cross-Project Users
• Client Extension

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New Security Models

• Role Based Security
• Organization Authority
• HR Security Profiles
• Other Securing Elements

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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.

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Role Based Security Role Definition
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Role Based Security By Project Status
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Setting up Role Based Security

• Determine Roles that will access the application
• Setup Roles
• Determine what application areas each role needs
• Setup Responsibilities with appropriate menus
• Define what functions each role can play in
  various project states
• Setup menus appropriate to each role/state
• Assign Menus to Roles/States

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Where to use Role Based Security

• Primarily used for access to Oracle Project
  Management
• Standard Roles
• Project Manager
• Project Administrator/Accountant
• Team Members

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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

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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

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Organization Security - Models

• Two Models for Implementing Organization
  Security
• Organization Authority
• Oracle Project Management
• Oracle Project Resource Management
• HR Security Profiles
• Oracle Project Intelligence

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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.

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Organization Authority
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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.

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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

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HR Security Profile
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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

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Other Securing Elements Project Access
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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

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Other Securing Elements Budget Update
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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

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Other Securing Elements Labor Cost
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Security Summary

• Various Security Models
• Allows for designing a complete security solution
  for your implementation
• Now
• Go Forth and Secure your Project

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Other Oracle Projects Sessions Today

• Implementing Oracle Projects for Professional
  Services at NetAPP Marty Mayer
• 230 PM 208
• Securing your Projects in Oracle Projects
  Neeraj Garg
• 400 PM 206

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Oracle Applications Users Group(OAUG)

• THE users group for all Oracle E-Business Suite,
  PeopleSoft, Siebel, Oracle Retail and Portal
  Software customers
• Networking opportunities with over 100,000
  members worldwide
• Over 20,000 available white papers in the online
  OAUG Conference Paper Database
• FREE online training every Tuesday for OAUG
  members
• Introductory FREE Web membership sign up during
  Oracle OpenWorld in the Oracle Users Group
  Pavilion
• Learn more about the OAUG in the Oracle Users
  Group Pavilion, Moscone West, Lobby Level 2

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For More Information

• www.projectp.com
• Project Partners, LLC
• Phone [phone]
• Email info_at_projectp.com