Project Line Manager

Sean-B-01

We've configured line manager for HCM analytics using this argument: "Core"."Dim - Assignment Manager List"."Manager Identifier"= VALUEOF(NQ_SESSION."HCM_PERSON_ID") applied it to 3 Logical Tables: Dim - Worker, Fact - Assignment, and Fact - Assignment Event. We did this through the semantic extensions for security after creating the custom role.

For ERP analytics and mainly PPM (projects data) we're working to set up a similar role for a project line manager. My guess would be instead of assignment manager we would use Project Manager as the identifier. We want it to be restricted so that when a project manager goes into FDI they see only their projects and all data for those projects so I'm sure the filter argument would need to be changed so that it's not pulling PERSON_ID from HCM.

Has anyone configured a Project Manager security role for FDI? And if so could you please share the steps you took to create it.

Thank you,

Sean

Mallikarjuna Kuppauru-Oracle

Hi @Sean-B-01

Did you followed any documentation , what are the high level steps following and are you seeing any issues after implementation? We have CEAL blog which can explain steps reg. custom security.

https://blogs.oracle.com/analytics/post/configuring-custom-data-security-in-fusion-analytics-warehouse-in-nine-steps

Regards,

Arjun

Sean-B-01

Hi @Mallikarjuna Kuppauru-Oracle

I followed this documentation for creating the HCM view all and HCM line manager:

https://blogs.oracle.com/analytics/post/setting-up-custom-hr-analyst-and-line-manager

Those roles work great, when it comes to PPM within ERP we're able to create the view all role with no issues. If I wanted to create a project manager role somewhat similar to the HCM line manager where the "Project Manager" can view the projects they're managing while also being able to view any project transactions for those who report to them how could I go about that?

Thank you,
Sean