ApexLib - Batch Process |
2nd level Batch Process permission set. It would include CRUD access tab and the page |
ApexLibBatchProcess Changes |
ApexLib - Batch Process - Read Access |
2nd level Read Access Batch Process permission set |
ApexLibBatchProcessReadAccess Changes |
ApexLib - Scheduler Configuration |
2nd level Scheduler Configuration permission set |
ApexLibSchedulerConfiguration Changes |
Billing Event to Billing Document Integration |
Permission set to be able to update billing events and billing event items and create and update billing documents and billing document line items using the Billing Events Integration. |
BillingEventtoBillingDocumentIntegration Changes |
FF Group - PSA - Line Manager |
Includes permission sets for job functions related to the line manager role. For a full list of the included permission sets go to Permission Sets on this permission set group’s detail page and click Permission Sets in Group. |
PSALineManager Changes |
FF Group - PSA - Resource |
Includes permission sets for job functions related to the resource role. For a full list of the included permission sets go to Permission Sets on this permission set group’s detail page and click Permission Sets in Group. |
PSAResources Changes |
IHC Concur to PSA |
Permission set to be able to create update and delete expenses using the Integration Hub Connector. |
IHCConcurtoPSA Changes |
IHC Jira to PSA |
Permission set to be able to update projects create and update timecards using the Integration Hub Connector: Jira-PSA. |
IHCJiratoPSA 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 - Adjust Forecast Version |
Perform revenue forecast version adjustments. |
PSAServicesForecastingOverrides Changes |
PSA - Calculate Missing Timecards |
Calculate and schedule missing timecards at the region practice or group level. |
PSACalculateMissingTimecards Changes |
PSA - Calculate Time Variance |
Calculate and schedule time variance at the region practice or group level. |
PSACalculateTimeVariance Changes |
PSA - Calculate Utilization |
Calculate and view utilization data for a region practice group or resource. |
PSACalculateUtilization Changes |
PSA - Configure Forecast Setup |
Configure the setup for revenue forecasts. |
PSAServicesForecastingSetup Changes |
PSA - Create Projects |
Create, clone projects, and manage project setup activities. |
PSACreateProjects Changes |
PSA - Delete Forecasts |
Delete records for the following: revenue forecasts, revenue forecast batch status, revenue forecast versions, and revenue forecast version adjustments. |
PSADeleteForecasts Changes |
PSA - Edit Project Team Schedule |
View and edit resource requests and assignments in the PSA Project Team Schedule for all resources assigned to a project. |
PSAEditProjectTeamSchedule Changes |
PSA - Edit Work Planner |
View and edit assignments and resource requests in the PSA Work Planner. |
PSAEditWorkPlanner Changes |
PSA - Enter Time Against Milestones |
Create view and delete timecards entered against milestones from the Time Entry UI or PSA Time Entry Lightning component. Users must also be assigned the Enter Time Against Projects and Assignments permission set. |
PSAEnterTimeAgainstMilestones 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 - Enter Time Against Tasks |
Create, view, and delete timecards entered against project tasks from the Time Entry UI or PSA Time Entry Lightning component. Users must also be assigned the Enter Time Against Projects and Assignments permission set. |
PSAEnterTimeAgainstProjectTask Changes |
PSA - Lock Forecast Version |
Lock revenue forecast versions. |
PSAServicesForecastingCommit Changes |
PSA - Manage Configuration |
Manage configuration and settings in the PSA package. |
PSAManageConfiguration Changes |
PSA - Manage Create Project Mappings |
Manage the opportunity to project field mappings that are used when creating a project from an opportunity. |
PSAManageCreateProjectMappings Changes |
PSA - Manage Gantt and Project Tasks |
Edit gantt, manage project tasks and project task assignments. |
PSAManageGanttAndProjectTasks Changes |
PSA - Manage Project Assignments |
Assign resources to a project and manage their assignments. |
PSAManageProjectAssignments 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 - Manage Resources and Skills |
Manage resources management administrator activities including skills, and certifications. |
PSASkillsManagement Changes |
PSA - Manage Skill and Certification Ratings |
View and manage skill and certification ratings for resources from the Skills Matrix page and through the Salesforce standard Contact and Skill/Certification objects. |
PSAManageSkillAndCertificationRatings Changes |
PSA - Manage Your Skill and Certification Ratings |
Manage your own skill and certification ratings from the PSA Manage Skills and Certifications Lightning component. |
PSAManageYourSkillAndCertificationRatings 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 - 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 - 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 - Run Forecast |
Run a revenue forecast. |
PSAServicesForecastingRun 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 - Swap Resources |
Swap the resource on project assignments project task assignments and resource requests. |
PSASwapResources Changes |
PSA - Use Project Planner |
Find view and manage your active projects with the project planner. |
PSAUseProjectPlanner Changes |
PSA - Use Resource Planner |
Find view and manage your resources with the resource planner. |
PSAUseResourcePlanner Changes |
PSA - Use Team Schedule Planner |
Create team schedules schedule templates and assign team members to schedules. |
PSAUseTeamSchedulePlanner Changes |
PSA - Utilization Analytics |
Run a Utilization Analytics calculation and view the results. |
PSAUtilizationAnalytics Changes |
PSA - View All Forecasts |
View all revenue forecasts and revenue forecast versions. |
PSAServicesForecastingRegionalManager Changes |
PSA - View Forecast |
View revenue forecasts and revenue forecast versions for relevant projects. |
PSAServicesForecastingProjectManager Changes |
PSA - View Project Team Schedule |
View resource requests and assignments in the PSA Project Team Schedule for all resources assigned to a project. |
PSAViewProjectTeamSchedule Changes |
PSA - View RPG Hierarchy |
View hierarchy of Region Practice and Group. |
PSAViewRPGHierarchy Changes |
PSA - View Work Planner |
View resources resource requests and assignments in the PSA Work Planner. |
PSAViewWorkPlanner Changes |
PSA Resource API |
Autogenerated 1st level PSA Resource API |
PSAResourceAPI Changes |
PSA Resource API - Assignment |
Allows access to create and update assignments schedules and timecards using the PSA Resource API. |
PSAResourceAPIAssignment Changes |