PSA Permissions

Changes to Permissions in Winter 2023

The following changes have been introduced in the Winter 2023 release.

New Permissions Added

New Permission Sets

ApexLib - Batch Process - Run with Functional Permission
PSA - Start and Stop Timers - Cases

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

Encryption. API Name: Encryption

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 FinancialForce Community.
Permission SetDescriptionView changes
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

Updates to Permission Set Labels

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


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