Professional Services Automation Permissions

PSA - Swap Resources

API Name: PSASwapResources

Swap the resource on project assignments, project task assignments, and resource requests.

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
Object Permission Contact Read Swap the resource on project assignments, project task assignments, and resource requests.

Permissions Available on Permission Set

The table lists the permissions available for this permission set.

TypeItemPermissionDescription
Apex Class Permission RM_ResourceReplacementController Enabled Swap the resource on project assignments, project task assignments, and resource requests.
Field Permission Assignment__c.Assignment_Number__c Read Swap the resource on project assignments, project task assignments, and resource requests.
Assignment__c.End_Date__c Read Swap the resource on project assignments, project task assignments, and resource requests.
Assignment__c.Resource__c Edit, Read Swap the resource on project assignments, project task assignments, and resource requests.
Assignment__c.Start_Date__c Read Swap the resource on project assignments, project task assignments, and resource requests.
Contact.Resource_Role__c Read Swap the resource on project assignments, project task assignments, and resource requests.
Project_Task_Assignment__c.End_Date__c Read Swap the resource on project assignments, project task assignments, and resource requests.
Project_Task_Assignment__c.Project_Task_End_Date__c Read Swap the resource on project assignments, project task assignments, and resource requests.
Project_Task_Assignment__c.Project_Task_Start_Date__c Read Swap the resource on project assignments, project task assignments, and resource requests.
Project_Task_Assignment__c.Resource__c Edit, Read Swap the resource on project assignments, project task assignments, and resource requests.
Project_Task_Assignment__c.Start_Date__c Read Swap the resource on project assignments, project task assignments, and resource requests.
Resource_Request__c.End_Date__c Read Swap the resource on project assignments, project task assignments, and resource requests.
Resource_Request__c.SOW_Hours__c Read Swap the resource on project assignments, project task assignments, and resource requests.
Resource_Request__c.Staffer_Resource__c Edit, Read Swap the resource on project assignments, project task assignments, and resource requests.
Object Permission Assignment__c Read, Edit Swap the resource on project assignments, project task assignments, and resource requests.
Expense_Report__c Read Swap the resource on project assignments, project task assignments, and resource requests.
Expense__c Read Swap the resource on project assignments, project task assignments, and resource requests.
Proj__c Read Swap the resource on project assignments, project task assignments, and resource requests.
Project_Task_Assignment__c Read, Edit Swap the resource on project assignments, project task assignments, and resource requests.
Project_Task__c Read Swap the resource on project assignments, project task assignments, and resource requests.
Resource_Request__c Read, Edit Swap the resource on project assignments, project task assignments, and resource requests.
Timecard_Header__c Read Swap the resource on project assignments, project task assignments, and resource requests.
Tab Permission Proj__c Visible Swap the resource on project assignments, project task assignments, and resource requests.


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