Clarification Needed : Project Expenditure Transaction Visibility Across Business Units (Doc ID 2341683.1)

Last updated on NOVEMBER 15, 2019

Applies to:

Goal

Looking for clarification on the Role/Data Access required to support the following business scenario:

a) We have Business Unit "A" and Business Unit "B".
b) We have a Project Accountant responsible all projects in Business Unit "A". This accountant needs to be able to see all transactions charged to all projects within BU "A", even if the provider is BU "B", e.g. a timecard submitted by an employee in BU "B" books time to a project in BU "A".

Currently, we have assigned the Project Accountant Role and granted Data Access to the BU "A".
This appears to result in the following:
1. The Project Accountant cannot run the cost import process for any other BU other than "A" (this is as expected)
2. The Project Accountant cannot see any transactions against projects in BU "A" if those transactions were provided by another BU.

To make the transactions currently hidden, we could grant the Project Accountant data access to other BUs. However, this would grant them full functional access to all aspects of the Project Accountant Role for those BUs, e.g. could create costs in other BUs.

Our questions to clarify how we can resolve this are:

1. Is the filtering out (hiding) of transactions provided by resources in other BUs but booked to a project in your own BU what was intended in the Oracle design?

2. If we need a project accountant to have full visibility of all transactions, regardless of the sourcing BU, but without granting them full Project Accountant functional access to projects in other BUs, what options do we have to achieve this?
 

Solution

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