Professional Services Automation Permissions

PSA - View Work Planner

API Name: PSAViewWorkPlanner

View resources, resource requests and assignments in the PSA Work Planner.

Salesforce Standard Objects and Fields Permissions

The table lists the Salesforce standard objects requiring CRUD (Read, Create, Update, and Delete) access and fields requiring field-level security access needed for this permission set.

TypeItemPermissionDescription
Field Permission Contact.ReportsToId Read View resources, resource requests and assignments in the PSA Work Planner.
Object Permission Contact Read View resources, resource requests and assignments in the PSA Work Planner.

Permissions Available on Permission Set

The table lists the permissions available for this permission set.

TypeItemPermissionDescription
Apex Class Permission AssignmentProgressController Enabled View resources, resource requests and assignments in the PSA Work Planner.
AssignmentTasksController Enabled View resources, resource requests and assignments in the PSA Work Planner.
LightningOutController Enabled View resources, resource requests and assignments in the PSA Work Planner.
LoadFieldSet Enabled View resources, resource requests and assignments in the PSA Work Planner.
LookupSearchController Enabled View resources, resource requests and assignments in the PSA Work Planner.
MatchQualityController Enabled View resources, resource requests and assignments in the PSA Work Planner.
RM_ContactCardAvailabilityController Enabled View resources, resource requests and assignments in the PSA Work Planner.
RM_HoverDetailsController Enabled View resources, resource requests and assignments in the PSA Work Planner.
RM_ResourceAvailabilityTilesController Enabled View resources, resource requests and assignments in the PSA Work Planner.
RM_WorkCalendarDataController Enabled View resources, resource requests and assignments in the PSA Work Planner.
RMS_ScheduleDataController Enabled View resources, resource requests and assignments in the PSA Work Planner.
RMWP_LineManagerController Enabled View resources, resource requests and assignments in the PSA Work Planner.
RMWP_ProjectManagerController Enabled View resources, resource requests and assignments in the PSA Work Planner.
RMWP_ResourceWorkPlannerController Enabled View resources, resource requests and assignments in the PSA Work Planner.
RMWP_WorkPlannerController Enabled View resources, resource requests and assignments in the PSA Work Planner.
ffui_documentController Enabled View resources, resource requests and assignments in the PSA Work Planner.
ffui_fileIconController Enabled View resources, resource requests and assignments in the PSA Work Planner.
Field Permission Assignment__c.Start_Date__c Read View resources, resource requests and assignments in the PSA Work Planner.
Assignment__c.End_Date__c Read View resources, resource requests and assignments in the PSA Work Planner.
Assignment__c.Exclude_from_Planners__c Read View resources, resource requests and assignments in the PSA Work Planner.
Assignment__c.Schedule__c Read View resources, resource requests and assignments in the PSA Work Planner.
Assignment__c.Scheduled_Hours__c Read View resources, resource requests and assignments in the PSA Work Planner.
Assignment__c.Project__c Read View resources, resource requests and assignments in the PSA Work Planner.
Contact.Resource_Role__c Read View resources, resource requests and assignments in the PSA Work Planner.
Contact.Group__c Read View resources, resource requests and assignments in the PSA Work Planner.
Contact.Is_Resource__c Read View resources, resource requests and assignments in the PSA Work Planner.
Contact.Is_Resource_Active__c Read View resources, resource requests and assignments in the PSA Work Planner.
Contact.Practice__c Read View resources, resource requests and assignments in the PSA Work Planner.
Contact.Region__c Read View resources, resource requests and assignments in the PSA Work Planner.
Contact.Salesforce_User__c Read View resources, resource requests and assignments in the PSA Work Planner.
Contact.Work_Calendar__c Read View resources, resource requests and assignments in the PSA Work Planner.
HolidayObj__c.Work_Calendar__c Read View resources, resource requests and assignments in the PSA Work Planner.
Proj__c.Start_Date__c Read View resources, resource requests and assignments in the PSA Work Planner.
Proj__c.End_Date__c Read View resources, resource requests and assignments in the PSA Work Planner.
Proj__c.Project_Manager__c Read View resources, resource requests and assignments in the PSA Work Planner.
Proj__c.Region__c Read View resources, resource requests and assignments in the PSA Work Planner.
Proj__c.Practice__c Read View resources, resource requests and assignments in the PSA Work Planner.
Proj__c.Group__c Read View resources, resource requests and assignments in the PSA Work Planner.
Proj__c.Account__c Read View resources, resource requests and assignments in the PSA Work Planner.
Proj__c.Is_Billable__c Read View resources, resource requests and assignments in the PSA Work Planner.
Project_Task_Assignment__c.Assignment__c Read View resources, resource requests and assignments in the PSA Work Planner.
Project_Task__c.Start_Date__c Read View resources, resource requests and assignments in the PSA Work Planner.
Project_Task__c.End_Date__c Read View resources, resource requests and assignments in the PSA Work Planner.
Resource_Request__c.End_Date__c Read View resources, resource requests and assignments in the PSA Work Planner.
Resource_Request__c.Exclude_from_Planners__c Read View resources, resource requests and assignments in the PSA Work Planner.
Resource_Request__c.Group__c Read View resources, resource requests and assignments in the PSA Work Planner.
Resource_Request__c.Practice__c Read View resources, resource requests and assignments in the PSA Work Planner.
Resource_Request__c.Preferred_Schedule__c Read View resources, resource requests and assignments in the PSA Work Planner.
Resource_Request__c.Project__c Read View resources, resource requests and assignments in the PSA Work Planner.
Resource_Request__c.Region__c Read View resources, resource requests and assignments in the PSA Work Planner.
Resource_Request__c.Resource_Held__c Read View resources, resource requests and assignments in the PSA Work Planner.
Resource_Request__c.SOW_Hours__c Read View resources, resource requests and assignments in the PSA Work Planner.
Resource_Request__c.Staffer_Resource__c Read View resources, resource requests and assignments in the PSA Work Planner.
Resource_Request__c.Status__c Read View resources, resource requests and assignments in the PSA Work Planner.
Skill_Certification_Rating__c.Aspiration__c Read View resources, resource requests and assignments in the PSA Work Planner.
Skill_Certification_Rating__c.Certified__c Read View resources, resource requests and assignments in the PSA Work Planner.
Skill_Certification_Rating__c.Numerical_Rating__c Read View resources, resource requests and assignments in the PSA Work Planner.
Skill_Certification_Rating__c.Rating__c Read View resources, resource requests and assignments in the PSA Work Planner.
Work_Calendar__c.Friday_Hours__c Read View resources, resource requests and assignments in the PSA Work Planner.
Work_Calendar__c.Saturday_Hours__c Read View resources, resource requests and assignments in the PSA Work Planner.
Work_Calendar__c.Sunday_Hours__c Read View resources, resource requests and assignments in the PSA Work Planner.
Work_Calendar__c.Monday_Hours__c Read View resources, resource requests and assignments in the PSA Work Planner.
Work_Calendar__c.Tuesday_Hours__c Read View resources, resource requests and assignments in the PSA Work Planner.
Work_Calendar__c.Wednesday_Hours__c Read View resources, resource requests and assignments in the PSA Work Planner.
Work_Calendar__c.Thursday_Hours__c Read View resources, resource requests and assignments in the PSA Work Planner.
Schedule_Exception__c.End_Date__c Read View resources, resource requests and assignments in the PSA Work Planner.
Schedule_Exception__c.Friday_Hours__c Read View resources, resource requests and assignments in the PSA Work Planner.
Schedule_Exception__c.Monday_Hours__c Read View resources, resource requests and assignments in the PSA Work Planner.
Schedule_Exception__c.Saturday_Hours__c Read View resources, resource requests and assignments in the PSA Work Planner.
Schedule_Exception__c.Sunday_Hours__c Read View resources, resource requests and assignments in the PSA Work Planner.
Schedule_Exception__c.Thursday_Hours__c Read View resources, resource requests and assignments in the PSA Work Planner.
Schedule_Exception__c.Tuesday_Hours__c Read View resources, resource requests and assignments in the PSA Work Planner.
Schedule_Exception__c.Wednesday_Hours__c Read View resources, resource requests and assignments in the PSA Work Planner.
Timecard_Header__c.Total_Hours__c Read View resources, resource requests and assignments in the PSA Work Planner.
Timecard_Header__c.Assignment__c Read View resources, resource requests and assignments in the PSA Work Planner.
Timecard_Header__c.Status__c Read View resources, resource requests and assignments in the PSA Work Planner.
Timecard_Header__c.Monday_Hours__c Read View resources, resource requests and assignments in the PSA Work Planner.
Timecard_Header__c.Tuesday_Hours__c Read View resources, resource requests and assignments in the PSA Work Planner.
Timecard_Header__c.Wednesday_Hours__c Read View resources, resource requests and assignments in the PSA Work Planner.
Timecard_Header__c.Thursday_Hours__c Read View resources, resource requests and assignments in the PSA Work Planner.
Timecard_Header__c.Friday_Hours__c Read View resources, resource requests and assignments in the PSA Work Planner.
Timecard_Header__c.Saturday_Hours__c Read View resources, resource requests and assignments in the PSA Work Planner.
Timecard_Header__c.Sunday_Hours__c Read View resources, resource requests and assignments in the PSA Work Planner.
Timecard_Header__c.Resource__c Read View resources, resource requests and assignments in the PSA Work Planner.
Resource_Request__c.Resource_Role__c Read View resources, resource requests and assignments in the PSA Work Planner.
Resource_Request__c.Opportunity__c Read View resources, resource requests and assignments in the PSA Work Planner.
Resource_Skill_Request__c.Desirable__c Read View resources, resource requests and assignments in the PSA Work Planner.
Resource_Skill_Request__c.Minimum_Rating__c Read View resources, resource requests and assignments in the PSA Work Planner.
Resource_Skill_Request__c.Resource_Request__c Read View resources, resource requests and assignments in the PSA Work Planner.
Object Permission Assignment__c Read View resources, resource requests and assignments in the PSA Work Planner.
Grp__c Read View resources, resource requests and assignments in the PSA Work Planner.
HolidayObj__c Read View resources, resource requests and assignments in the PSA Work Planner.
Resource_Request__c Read View resources, resource requests and assignments in the PSA Work Planner.
Schedule__c Read View resources, resource requests and assignments in the PSA Work Planner.
Schedule_Exception__c Read View resources, resource requests and assignments in the PSA Work Planner.
Practice__c Read View resources, resource requests and assignments in the PSA Work Planner.
Proj__c Read View resources, resource requests and assignments in the PSA Work Planner.
Project_Task__c Read View resources, resource requests and assignments in the PSA Work Planner.
Project_Task_Assignment__c Read View resources, resource requests and assignments in the PSA Work Planner.
Work_Calendar__c Read View resources, resource requests and assignments in the PSA Work Planner.
Region__c Read View resources, resource requests and assignments in the PSA Work Planner.
Timecard_Header__c Read View resources, resource requests and assignments in the PSA Work Planner.
Skill__c Read View resources, resource requests and assignments in the PSA Work Planner.
Resource_Skill_Request__c Read View resources, resource requests and assignments in the PSA Work Planner.
Tab Permission Work_Planner Visible View resources, resource requests and assignments in the PSA Work Planner.


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