Permissions for Adding Milestones from a Template

These permissions are for the Add Milestones from Template Lightning window.

Ensure that the following object and field permissions are assigned to the relevant users to enable them to use the Add Milestones from Template Lightning functionality.

Object

Fields

Permission

Project   Create, Read
Is Template View
Start Date
Milestone   Create, Read
Name Edit
Target Date
Project
Milestone Amount
Currency ISO Code
Risk   Create, Read
Risk Name Edit
Date Raised
Project
Milestone
Note: If you are using a field set, including the default field set, you also need to assign edit permissions to those fields.