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Topic

    Caio
    Restrict project values of project field for specific users...
    Topic posted July 19, 2019 by CaioSilver Trophy: 7,500+ Points, last edited July 19, 2019 
    99 Views, 8 Comments
    Title:
    Restrict project values of project field for specific users on Self Service Procurement
    Summary:
    Restrict project values of project field for specific users
    Content:

    When a user is creating a requisition for an specific project, is it possible to ensure that the project values available to the user on the project field, are only the projects that the respective user is allowed to view ?

    Comment

     

    • Suman Guha

      Moved from Self Service Procurement forum. 

      • Caio

        Tks Suman.  Just adding a print screen of the project number field on self service procurement .

        Rgds

    • John Tolmachoff

      This is controlled within PPM, not Self Service Procurement.  Their are Transactional Controls which can be applied to manage the Projects, Tasks, Expenditure Types usable.  In general the rule can be inclusive or exclusive, but doing a large mix between the two can be a challenge.  Specific people cannot be restricted.  this is addressed by their Job/Position, which would be enabled or restricted on the Task.  

    • Dustin Grabowski

      The List of Values is based on the Value Set assigned in the Project Standard Cost Collection Flexfield.  Based on the specific requirement, it's possible that a new Value Set could be created and assigned to the Procurement contexts using Bind variables that limit list of projects.   Would need to understand exactly how you are defining 'the projects that the respective user is allowed to view.' 

      • Caio

        Hi Dustin, tks a lot for your reply. When i say "'the projects that the respective user is allowed to view" i mean for example to only allow an user to create requisition for a specific project or a group of projects. Another example, an user only be able to charge expenses for a specific project or group of projects. 

         

         

         

        • Dustin Grabowski

          What is the relationship between the users and the specific project or group of projects?  Is the person named as a team member on the project, etc.??

          • Caio

            Correct Dustin, the person named as a team member. Is it the necessary step to specific the projects that an user would be able to charge expenses/requisitions ?

            Rgds

            • Dustin Grabowski

              If it's necessary or not really depends on the actual requirement you are solving for and how you plan to implement that solution.  We do have the capability to create value sets that limit the Projects available for users to choose based on being a team member of the project and/or being listed in the transaction controls of a project/task, etc.   General information on how to extend the Project Cost Collection Flexfield are available in the Getting Started guide here.

               

              https://docs.oracle.com/en/cloud/saas/project-portfolio-management/19c/fapfm/implement-project-financial-management-applications.html#FAPFM2358977