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How to Prevent Users from Accessing Setup and Maintenance Tasks on the Budgetary Control Dashboard (Doc ID 2501873.1)

Last updated on FEBRUARY 15, 2019

Applies to:

Oracle Fusion Budgetary Control - Version 11.12.1.0.0 and later
Information in this document applies to any platform.

Goal

After users are granted the predefined Budget Manager role, they can access the Budgetary Control dashboard. The Budgetary Control dashboard provides access to budgetary control balances in its Budget Monitor and various setup and maintenance tasks. To prevent some budget managers from accessing the setup and maintenance tasks in the Budgetary Control dashboard, while allowing other budget mangers full access, you must configure the security setups.

This document provides the security setups to grant access to the Budgetary Control dashboard without giving access to the setup and maintenance tasks that are otherwise available in the dashboard.

Solution

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In this Document
Goal
Solution
 Step 1: Create a Custom Budgetary Control Management Role by Copying the Seeded Role
 Step 2: Remove the Function Security Policies for the Setup and Maintenance Tasks
 Step 3: Create a Custom Budget Manager Role by Copying the Seeded Role
 Step 4: Replace the Budgetary Control Management Role with the Custom Role
 Step 5: Assign the Custom Budget Manager Role to Users Who Don’t Need Access to Setup and Maintenance Tasks

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