Billing__c |
Billing |
Pre-Spring 2018 |
This checkbox governs the User's ability to generate and release Billing Events for Projects belonging to specified Regions/Practices/Groups, and to edit Billing-related fields (Billed checkbox and Billing Event Item) for Resources' business records.
|
Checkbox |
false |
Cascading_Permission__c |
Cascading Permission |
Pre-Spring 2018 |
Checking this box for Permission Controls associated with a hierarchy (e.g. Region, Practice, or Group) means that the Permission also applies to (Resources belonging to) all nodes lower in the hierarchy, in addition to the specified node.
|
Checkbox |
false |
Compare_Project_Version__c |
Project Version Compare |
Pre-Spring 2018 |
Grants permission to the user to compare Project Versions.
|
Checkbox |
false |
Create_Project_Version__c |
Project Version Create |
Pre-Spring 2018 |
Grants permission to the user to create Project Versions.
|
Checkbox |
false |
Delete_Project_Version__c |
Project Version Delete |
Pre-Spring 2018 |
Grants permission to the user to delete Project Versions.
|
Checkbox |
false |
Edit_Task_Manager__c |
Project Task Gantt Edit |
Pre-Spring 2018 |
|
Checkbox |
false |
End_Date__c |
End Date |
Pre-Spring 2018 |
|
Date |
|
Expense_Entry__c |
Expense Entry |
Pre-Spring 2018 |
This checkbox governs the User's ability to enter/edit Expenses and Expense Reports for Resources other than their own.
|
Checkbox |
false |
Expense_Ops_Edit__c |
Expense Ops Edit |
Pre-Spring 2018 |
This checkbox governs the User's ability to edit Expenses and Expense Reports for Resources after they have been approved but before they have been billed.
|
Checkbox |
false |
Forecast_Edit__c |
Revenue Forecast Version Adjust |
Pre-Spring 2018 |
If selected, provides the user with permissions to adjust revenue forecast version details for specific Regions, Practices, Groups, Projects, and Opportunities.
|
Checkbox |
false |
Forecast_View__c |
Revenue Forecast Version View |
Pre-Spring 2018 |
If selected, provides the user with permissions to view revenue forecast version details for specific Regions, Practices, Groups, Projects, and Opportunities. This permission control always cascades even when the Cascading Permission checkbox is deselected.
|
Checkbox |
false |
Group__c |
Group |
Pre-Spring 2018 |
This is the Group containing Resources that are the target of the specified action(s) - e.g. delegated Timecard Entry on behalf of Resources in this Group.
Looks up to: Grp__c
|
Lookup |
|
Invoicing__c |
Invoicing |
Pre-Spring 2018 |
This checkbox governs the User's ability to to edit Invoicing-related fields (Invoiced checkbox, Invoice Date, Invoice Number) for a Project's business records.
|
Checkbox |
false |
Opportunity__c |
Opportunity |
Fall 2021 |
Lookup to the opportunity that this permission control applies to.
Looks up to: Opportunity
|
Lookup |
|
Practice__c |
Practice |
Pre-Spring 2018 |
This is the Practice containing Resources that are the target of the specified action(s) - e.g. delegated Timecard Entry on behalf of Resources in this Practice.
Looks up to: Practice__c
|
Lookup |
|
Project__c |
Project |
Pre-Spring 2018 |
This is the Project containing Assignments for Resources that are the target of the specified action(s) - e.g. delegated Timecard Entry on behalf of Resources in this Project, only in relation to the Project.
Looks up to: Proj__c
|
Lookup |
|
Region__c |
Region |
Pre-Spring 2018 |
This is the Region containing Resources that are the target of the specified action(s) - e.g. delegated Timecard Entry on behalf of Resources in this Region.
Looks up to: Region__c
|
Lookup |
|
Resource_Request_Entry__c |
Resource Request Entry |
Pre-Spring 2018 |
This checkbox governs the User's ability to enter/edit Resource Requests for specified Regions/Practices/Groups.
|
Checkbox |
false |
Resource__c |
Resource |
Pre-Spring 2018 |
This is the Resource who is the target of the specified action(s) - e.g. delegated Timecard Entry on behalf of this Resource.
Looks up to: Contact
|
Lookup |
|
Skills_And_Certifications_Entry__c |
Skills And Certifications Entry |
Pre-Spring 2018 |
This checkbox governs the User's ability to enter/edit Skills and Certifications for Resources other than their own.
|
Checkbox |
false |
Skills_And_Certifications_View__c |
Skills And Certifications View |
Pre-Spring 2018 |
This checkbox governs the User's ability to view Expenses for Resources other than their own. If a user has Edit permission, they implicitly also have View permission.
|
Checkbox |
false |
Staffing__c |
Staffing |
Pre-Spring 2018 |
This checkbox governs the User's ability to staff Resources from specified Regions/Practices/Groups.
|
Checkbox |
false |
Start_Date__c |
Start Date |
Pre-Spring 2018 |
|
Date |
|
Team_Create__c |
Team Create |
Pre-Spring 2018 |
If selected, grants permission to the user to create a team.
|
Checkbox |
false |
Team_Edit__c |
Team Edit |
Pre-Spring 2018 |
Grants permission for the user to edit the indicated team if the user is not the team owner.
|
Checkbox |
false |
Team_View__c |
Team View |
Pre-Spring 2018 |
Grants permission for the user to view the indicated team in read-only mode if the user is not the team owner.
|
Checkbox |
false |
Team__c |
Team |
Pre-Spring 2018 |
This is the Team that is the target of the specified action(s) – e.g. Team View on behalf of this User.
Looks up to: Team__c
|
Lookup |
|
Timecard_Entry__c |
Timecard Entry |
Pre-Spring 2018 |
This checkbox governs the User's ability to enter/edit Timecards for Resources other than their own.
|
Checkbox |
false |
Timecard_Ops_Edit__c |
Timecard Ops Edit |
Pre-Spring 2018 |
This checkbox governs the User's ability to edit Timecards for Resources after they have been approved but before they have been billed.
|
Checkbox |
false |
User__c |
User |
Pre-Spring 2018 |
Looks up to: User
|
Lookup |
|
View_Task_Manager__c |
Project Task Gantt View |
Pre-Spring 2018 |
|
Checkbox |
false |