Professional Services Automation Permissions

Changes to Permissions in Spring 2024

The following changes have been introduced in the Spring 2024 release.

New Permissions Added

New Permission Sets

No changes have been made in this release.

New Permission Set Groups

No changes have been made in this release.

New Custom Permissions

No changes have been made in this release.

Deprecated Permissions

Deprecated Permission Sets

No changes have been made in this release.

Deprecated Permission Set Groups

No changes have been made in this release.

Deprecated Custom Permissions

No changes have been made in this release.

Updates to Permission Sets

Permissions in the following permission sets have been updated in this release. For more information, see the Technical Documentation Pack on the Certinia Community.
Permission SetDescriptionView changes
PS Cloud Analytics Integration User Read Access Assign this to the Integration User to extract the data from your PSA objects and display it in Analytics. PSAAnalyticsIntegrationUserReadAccess Changes
PSA - Approve Expense Reports Approve or reject pending expense reports. PSAApproveExpenseReports Changes
PSA - Approve Timecards Approve or reject timecards using the Manage Timecards to Approve page. PSAApproveTimecards Changes
PSA - Combine Billing Events Combine billing events from the same project in Services Billing tabs. PSACombineBillingEvents Changes
PSA - Create Projects Create, clone projects, and manage project setup activities. PSACreateProjects Changes
PSA - Edit Work Planner View and edit assignments and resource requests in the PSA Work Planner. PSAEditWorkPlanner Changes
PSA - Enter Time Against Projects and Assignments Create, view, and delete timecards entered against projects and assignments from the Time Entry UI or PSA Time Entry Lightning component. Only applies when the default fields and custom settings are used. PSAEnterTimeAgainstProjectsAndAssignments Changes
PSA - Generate Billing Events Generate billing events and billing event batches for billing eligible business records. PSAGenerateBillingEvents Changes
PSA - Invoice Billing Events Mark billing events as invoiced. PSAInvoiceBillingEvents Changes
PSA - Manage Configuration Manage configuration and settings in the PSA package. PSAManageConfiguration Changes
PSA - Manage Gantt and Project Tasks Edit gantt, manage project tasks and project task assignments. PSAManageGanttAndProjectTasks Changes
PSA - Manage Project Tasks Create, edit, initiate, and complete project tasks. It also includes permissions to view project and project task gantt. PSAManageProjectTasks Changes
PSA - Manage Projects Create and manage records and activities for projects. PSAManageProjects Changes
PSA - Manage Resource Requests for a Project Create, view, update, and delete resource requests on a project. PSAManageResourceRequestsForProject Changes
PSA - Manage Resource Requests for an Opportunity Create, view, update, and delete resource requests on an opportunity. PSAManageResourceRequestsForAnOpportunity Changes
PSA - Match and Assign Resources with Optimizer View the Resource Optimizer page, and assign resources who are matched to resource requests. PSAMatchAndAssignResourcesWithOptimizer Changes
PSA - Mobile Allows access to PSA features on mobile app. PSAMobile Changes
PSA - PS Cloud Analytics Setup Assign this to the administrator to create, delete, and view PS Cloud Analytics Setup records. PSAPSAAnalyticsSetup Changes
PSA - Recalculate Actuals Recalculate actuals at the project, resource, region, practice or group level. PSARecalculateActuals Changes
PSA - Recalculate Billing Data Recalculate billing event data to match associated records, where changes have been made since generation. PSARecalculateBillingData Changes
PSA - Release Billing Events Release billing events and billing event batches. PSAReleaseBillingEvents Changes
PSA - Revert Billing Data Remove billing events and billing event items, and revert all associated records to a state when they are eligible for billing again. PSARevertBillingData Changes
PSA - Staff Resource Requests View, hold, unhold, assign, and unassign a resource on a resource request. PSAStaffResourceRequests Changes
PSA - Start and Stop Timers Create, view, and delete Timers. PSAStartStopTimer Changes
PSA - Utilization Analytics Run a Utilization Analytics calculation and view the results. PSAUtilizationAnalytics Changes
PSA - View Work Planner View resources, resource requests and assignments in the PSA Work Planner. PSAViewWorkPlanner Changes

Updates to Permission Set Labels

For information about changes to permission set labels, see the Technical Documentation Pack on the Certinia Community.


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